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 | BND | Vanguard Total Bond Market | ETF-その他 | 12.93% | +0.52% | +335.52% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.41% | +0.13% | +20.45% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.02% | +0.11% | +64.74% | |
| 4 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 6.18% | — | +436.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.68% | -0.29% | -25.61% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.47% | +0.29% | +10.41% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.04% | — | +5316.06% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.62% | +0.18% | -0.89% | |
| 9 | PAVE | Global X US Infrastructure | ETF-その他 | 2.30% | — | +10.25% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.26% | — | -1.31% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.24% | +0.14% | -65.87% | |
| 12 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.06% | — | +3.61% | |
| 13 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.98% | — | -3.23% | |
| 14 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.66% | — | +6.57% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.59% | — | -62.29% | |
| 16 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.54% | — | +7.39% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.46% | +0.50% | +17.37% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.44% | — | -45.36% | |
| 19 | URA | Global X Uranium ETF | ETF-その他 | 1.43% | +0.10% | +6.41% | |
| 20 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.42% | — | -3.64% | |
| 21 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.29% | +0.22% | +10.54% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.22% | — | -8.31% | |
| 23 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 1.11% | — | +10.37% | |
| 24 | NORW | Global X Msci Norway ETF | ETF-その他 | 1.09% | — | +3.68% | |
| 25 | PICK | Ishares Msci Global Metals & | ETF-その他 | 1.08% | — | +10.45% | |
| 26 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 1.02% | — | -0.41% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.98% | — | — | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 0.91% | — | -2.05% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.77% | — | +36.45% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | +1.59% | |
| 31 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.60% | — | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | -0.17% | +0.98% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.56% | — | -70.28% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.05% | +70.95% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | — | -64.09% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.46% | — | -91.25% | |
| 37 | OWL | Blue Owl Capital INC | 株式-金融 | 0.44% | -0.14% | — | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.40% | — | +201.07% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | -22.74% | |
| 40 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.38% | -0.07% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | +7.18% | |
| 42 | EMLP | First Trust North American E | ETF-その他 | 0.34% | — | — | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.30% | — | -2.30% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.30% | — | -2.75% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.28% | — | -16.14% | |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.27% | — | +20.23% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.26% | — | -0.77% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | — | -3.27% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 50 | XLB | Ss Materials Select Sector | ETF-その他 | 0.25% | — | — |