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 | 25.31% | -2.02% | -0.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.65% | -0.14% | +0.40% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.20% | -0.36% | +1.01% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.13% | +0.18% | +1.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.07% | +0.25% | +0.57% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.00% | +0.18% | +0.69% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.01% | +0.10% | +0.41% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.01% | +0.05% | -0.85% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.77% | — | -0.43% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.48% | +0.08% | +0.74% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.45% | — | +0.27% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.24% | — | +0.99% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.05% | +0.08% | -0.34% | |
| 14 | ✓ | Ishares Tr | 株式-その他 | 2.03% | — | +3.17% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.75% | +0.04% | +0.17% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.42% | — | +0.48% | |
| 17 | ✓ | Ishares | 株式-その他 | 1.30% | — | +2.56% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.01% | +0.24% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.16% | — | +0.95% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.09% | +0.11% | +1.35% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.08% | — | -0.68% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.08% | — | -0.04% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.06% | — | -1.89% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.99% | — | +2.81% | |
| 25 | ✓ | Ishares Tr | 株式-その他 | 0.96% | — | +8.92% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.77% | +0.02% | +1.13% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.75% | +0.05% | -1.64% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.60% | — | +0.11% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.59% | — | +0.34% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.54% | — | +0.34% | |
| 31 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.51% | — | +0.12% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.50% | — | +13.30% | |
| 33 | ✓ | Ishares Tr | 株式-その他 | 0.49% | — | +0.21% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.08% | +0.18% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.44% | — | +0.41% | |
| 36 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.41% | — | -2.17% | |
| 37 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.40% | — | +0.24% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.36% | — | +0.13% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | +0.27% | |
| 40 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.35% | — | +0.16% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.31% | — | +0.50% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | +0.47% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | — | +0.47% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | -1.11% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.23% | — | — | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.22% | — | +0.19% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | — | +0.48% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.22% | — | +8.18% | |
| 49 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.21% | — | +0.79% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.20% | — | +2.49% |