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 | 13.79% | +0.52% | +2.62% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 7.94% | — | +3.55% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.52% | -0.29% | +3.85% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 6.47% | +0.29% | +2.37% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.60% | — | +6803.87% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.52% | — | — | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.26% | — | -23.14% | |
| 8 | PAVE | Global X US Infrastructure | ETF-その他 | 2.87% | — | +4.46% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.79% | +0.11% | -63.96% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.72% | — | +22.26% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.48% | — | -1.93% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.40% | +0.14% | -13.53% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.18% | +0.09% | — | |
| 14 | EWC | Ishares Msci Canada ETF | ETF-その他 | 2.12% | — | +24.98% | |
| 15 | EWU | Ishares Msci United Kingdom | ETF-その他 | 2.04% | — | +1.62% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.84% | +0.50% | +0.85% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.66% | +0.18% | -39.44% | |
| 18 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.55% | — | +1.48% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.53% | — | -7.37% | |
| 20 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.46% | +0.22% | +0.28% | |
| 21 | URA | Global X Uranium ETF | ETF-その他 | 1.43% | +0.10% | -4.82% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.41% | — | +1.09% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.37% | — | -1.58% | |
| 24 | NORW | Global X Msci Norway ETF | ETF-その他 | 1.34% | — | +1.59% | |
| 25 | PICK | Ishares Msci Global Metals & | ETF-その他 | 1.33% | — | -0.53% | |
| 26 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 1.21% | — | -0.92% | |
| 27 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.98% | — | -9.46% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 0.96% | — | -1.40% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.93% | — | -10.84% | |
| 30 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.92% | — | +2.98% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.84% | +0.11% | +2822.24% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.73% | — | -8.12% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +0.60% | |
| 34 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.66% | — | -71.17% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | -0.17% | -7.24% | |
| 36 | OWL | Blue Owl Capital INC | 株式-金融 | 0.52% | -0.14% | — | |
| 37 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.40% | -0.07% | — | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.38% | — | +18.74% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | — | -6.17% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.34% | — | +0.09% | |
| 41 | EMLP | First Trust North American E | ETF-その他 | 0.33% | — | -10.92% | |
| 42 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.30% | — | -2.17% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | — | -51.54% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.27% | — | -22.47% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | -9.00% | |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.25% | — | -18.78% | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.25% | — | -9.02% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.24% | — | -17.78% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.24% | — | -20.18% |