CIK: 0001767710
申告総資産額
$4.2億
| # | 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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 23.91% | -2.02% | -0.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.69% | -0.14% | +0.41% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.20% | +0.18% | -14.62% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.19% | +0.25% | -0.45% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.16% | -0.36% | -3.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.04% | +0.18% | +1.39% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.14% | +0.10% | -0.24% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.06% | +0.05% | -3.53% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.84% | — | +5.95% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.54% | — | -2.49% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.53% | +0.08% | -2.87% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.32% | — | -11.05% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.08% | +0.08% | +0.37% | |
| 14 | ✓ | Ishares Tr | 株式-その他 | 2.04% | — | +176.11% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.78% | +0.04% | +0.15% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.46% | — | +48.48% | |
| 17 | ✓ | Ishares | 株式-その他 | 1.30% | — | +175.16% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.01% | -0.97% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.18% | — | -4.88% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.12% | — | +1.71% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.12% | — | +0.17% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.11% | +0.11% | +152.11% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.10% | — | +2.96% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.99% | — | +3.81% | |
| 25 | ✓ | Ishares Tr | 株式-その他 | 0.92% | — | +20.83% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.79% | +0.02% | +0.21% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.78% | +0.05% | +0.52% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.62% | — | +0.07% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.61% | — | +0.38% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.54% | — | +279.93% | |
| 31 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.53% | — | +0.07% | |
| 32 | ✓ | Ishares Tr | 株式-その他 | 0.51% | — | +21.37% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.08% | -1.44% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.46% | — | -20.40% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.45% | — | +0.28% | |
| 36 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.44% | — | -19.85% | |
| 37 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.41% | — | +7.90% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | — | -7.69% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.37% | — | +1.81% | |
| 40 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.36% | — | +0.10% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.32% | — | +0.35% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.27% | — | +0.89% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | — | -2.51% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +1.12% | |
| 45 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.23% | — | +0.74% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.23% | — | — | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.23% | — | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.23% | — | — | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.20% | — | -3.10% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.20% | — | -0.50% |