CIK: 0001697110
申告総資産額
$23.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.24% | +0.13% | +6.90% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 9.26% | +0.14% | +3.36% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.06% | +0.11% | -0.90% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 6.92% | +0.29% | +3.08% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.67% | -0.29% | -3.00% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 6.25% | +0.52% | +36.64% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.68% | +0.18% | +17.44% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.55% | — | +6.48% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.00% | — | +30.50% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.14% | — | +12.10% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.49% | — | +0.99% | |
| 12 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 1.89% | — | +5.04% | |
| 13 | TROW | T Rowe Price Group INC | 株式-金融 | 1.87% | — | — | |
| 14 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.58% | — | +2.30% | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 1.54% | — | -6.41% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.43% | — | +4.96% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -4.94% | |
| 18 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 1.05% | — | +4.94% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.04% | — | -13.25% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | +0.03% | -66.43% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.93% | +0.50% | +22.18% | |
| 22 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.91% | +0.22% | +10.23% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | +0.06% | -38.47% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.83% | — | +7.39% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | -0.30% | +8.91% | |
| 26 | JETS | US Global Jets ETF | ETF-その他 | 0.72% | — | +10.18% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.68% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | -25.73% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.61% | — | -16.77% | |
| 30 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.58% | — | — | |
| 31 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.57% | — | -28.16% | |
| 32 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.56% | — | — | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.48% | — | — | |
| 34 | URA | Global X Uranium ETF | ETF-その他 | 0.46% | +0.10% | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.05% | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | -89.88% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.39% | — | -0.43% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.35% | — | -29.09% | |
| 39 | EMLP | First Trust North American E | ETF-その他 | 0.30% | — | +3.97% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.30% | — | — | |
| 41 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 0.28% | — | — | |
| 42 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.28% | — | — | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.25% | — | +11.96% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | — | -8.70% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.24% | — | -11.62% | |
| 46 | COF | Capital One Financial CORP | 株式-金融 | 0.24% | — | — | |
| 47 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.23% | — | -13.21% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | -0.17% | -2.46% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.22% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.20% | — | +0.30% |