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 | 16.34% | +0.13% | -1.97% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.34% | — | +927.57% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 7.65% | — | +8066.98% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.88% | +0.29% | -1.06% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.63% | -0.29% | -10.07% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.59% | +0.14% | -2.66% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.07% | — | -8.08% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 3.40% | +0.09% | +1.37% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.34% | — | -3.85% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.87% | +0.11% | +1.32% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.85% | — | +33.03% | |
| 12 | PAVE | Global X US Infrastructure | ETF-その他 | 2.84% | — | -6.50% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 2.72% | +0.52% | -75.77% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.57% | +0.50% | +42.48% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.45% | — | -3.09% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | +0.18% | +9.68% | |
| 17 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.22% | — | -2.85% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.20% | — | -51.93% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.18% | — | -4.77% | |
| 20 | URA | Global X Uranium ETF | ETF-その他 | 1.12% | +0.10% | -4.36% | |
| 21 | PICK | Ishares Msci Global Metals & | ETF-その他 | 1.09% | — | -0.55% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | — | +51.90% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.00% | +0.27% | -21.06% | |
| 24 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.92% | — | -0.61% | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.90% | +0.22% | -3.59% | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.79% | -0.05% | — | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.74% | — | — | |
| 28 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.72% | — | +3.99% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.68% | — | — | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | +1.02% | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.64% | — | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | -0.17% | +2.94% | |
| 33 | OWL | Blue Owl Capital INC | 株式-金融 | 0.55% | -0.14% | — | |
| 34 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.55% | -0.07% | — | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.53% | +0.11% | -0.01% | |
| 36 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.45% | — | +0.16% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.41% | — | -4.26% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.41% | — | +43.32% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.38% | — | -0.70% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | -2.11% | |
| 41 | TAN | Invesco Solar ETF | ETF-その他 | 0.36% | — | — | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.32% | — | -92.81% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.29% | — | +1.18% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.27% | -2.48% | -84.24% | |
| 45 | EMLP | First Trust North American E | ETF-その他 | 0.24% | — | +1.07% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.24% | — | -14.23% | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.21% | — | -38.05% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.20% | — | -7.65% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.20% | — | +9.90% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.19% | — | -4.96% |