CIK: 0001675762
申告総資産額
$7.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 17.24% | -0.28% | +2.37% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 10.82% | +0.06% | +4.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.04% | +0.43% | +11.47% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.41% | -0.35% | -27.09% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.14% | +0.49% | -6.37% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.94% | — | +6.12% | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.84% | -0.03% | -0.89% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.82% | — | +42.48% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.60% | — | +12.35% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.51% | — | -22.70% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.10% | — | +10.93% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.84% | — | +13.95% | |
| 13 | ARCC | Ares Capital CORP | 株式-金融 | 2.03% | -0.24% | +39.15% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.40% | — | -13.12% | |
| 15 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 1.27% | — | -22.24% | |
| 16 | AELUSD | American Equity Invt Life Hl | 株式-その他 | 1.19% | — | -45.34% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.11% | — | -44.44% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.08% | — | -4.36% | |
| 19 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.01% | — | — | |
| 20 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.97% | — | -1.92% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.87% | — | — | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.86% | — | +5.23% | |
| 23 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 株式-金融 | 0.82% | — | +5.38% | |
| 24 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.77% | — | +4.00% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | -0.07% | -0.11% | |
| 26 | ✓ | 株式-その他 | 0.67% | — | +24.04% | ||
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | -10.88% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.63% | — | — | |
| 29 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.60% | — | — | |
| 30 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.52% | — | -17.89% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | — | -5.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -6.29% | |
| 33 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.45% | — | +0.23% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.43% | — | +5.29% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | — | -6.54% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.35% | -0.04% | -8.52% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.11% | -9.46% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +27.22% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.29% | — | -5.16% | |
| 40 | WWD | Woodward INC | 株式-資本財 | 0.28% | — | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.24% | — | -4.52% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.04% | +7.79% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.21% | — | -0.17% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | -16.45% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | -3.10% | |
| 46 | PFG | Principal Financial Group | 株式-金融 | 0.18% | — | -2.92% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.05% | -3.30% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | -4.36% | |
| 49 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.14% | — | — | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.14% | +0.04% | +6.16% |