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 | 13.05% | +0.13% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.91% | +0.52% | -4.67% | |
| 3 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 6.37% | — | -9.88% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.61% | -0.29% | -0.31% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.35% | +0.29% | -2.76% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.61% | — | -2.47% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.50% | +0.14% | +111.25% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.06% | — | +4.95% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.69% | +0.11% | +15.07% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.66% | — | +31.81% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.46% | — | +311.49% | |
| 12 | PAVE | Global X US Infrastructure | ETF-その他 | 2.45% | — | -0.59% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.27% | — | -15.35% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | — | +5.62% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.88% | +0.09% | +4.65% | |
| 16 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.82% | — | +1.90% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.44% | +0.50% | +2.19% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.40% | — | -3.22% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.36% | +0.18% | -1.76% | |
| 20 | URA | Global X Uranium ETF | ETF-その他 | 1.20% | +0.10% | +5.30% | |
| 21 | PICK | Ishares Msci Global Metals & | ETF-その他 | 1.20% | — | +6.73% | |
| 22 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.16% | +0.22% | +0.87% | |
| 23 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 1.12% | — | +13.80% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.10% | — | -13.61% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | -23.70% | |
| 26 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.83% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.73% | — | -4.77% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 0.73% | — | -9.79% | |
| 29 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.71% | — | +5.94% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.70% | +0.11% | +0.12% | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.66% | — | — | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.66% | -0.05% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.62% | — | +3.43% | |
| 34 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.57% | — | -53.84% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | -0.17% | +10.33% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.54% | +0.27% | +856.02% | |
| 37 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.54% | — | -4.09% | |
| 38 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.50% | -0.07% | — | |
| 39 | OWL | Blue Owl Capital INC | 株式-金融 | 0.44% | -0.14% | — | |
| 40 | NORW | Global X Msci Norway ETF | ETF-その他 | 0.33% | — | -67.80% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | -1.22% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.31% | — | +0.67% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +8.76% | |
| 44 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.27% | — | -0.88% | |
| 45 | EMLP | First Trust North American E | ETF-その他 | 0.27% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.26% | — | -5.45% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.24% | — | +198.16% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.23% | — | — | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.21% | — | +91.02% |