CIK: 0001674020
申告総資産額
$2.6億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.09% | +0.40% | +44.64% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.49% | -0.24% | +54.00% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 6.36% | — | +57.64% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 5.48% | — | +10.34% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.89% | -0.20% | +40.08% | |
| 6 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 4.60% | — | +34.12% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.24% | — | +32.69% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.98% | — | +72.81% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.77% | — | +46.20% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.69% | -0.18% | +59.53% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.43% | +0.24% | +58.17% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.36% | +0.39% | +61.71% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.20% | +0.02% | +58.88% | |
| 14 | PGX | Invesco Preferred ETF | ETF-その他 | 2.54% | — | +56.05% | |
| 15 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 2.48% | +1.09% | NEW | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 2.41% | — | +46.81% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.55% | — | -47.99% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.45% | +1.59% | +16.19% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.42% | — | -51.12% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.34% | — | +65.11% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.32% | — | +55.04% | |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.31% | — | — | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.22% | — | +546.12% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.19% | -0.39% | +20.23% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.19% | — | -58.41% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.13% | — | +59.89% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.90% | — | -56.62% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.88% | -0.36% | +122.11% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.87% | — | -5.64% | |
| 30 | MLPA | Global X Mlp ETF | ETF-その他 | 0.72% | — | +65.81% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.67% | -0.18% | +99.01% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | -81.36% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.61% | +0.02% | +17.84% | |
| 34 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.56% | — | -22.23% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.56% | -0.21% | -1.94% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.56% | — | -62.07% | |
| 37 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 0.56% | — | -7.34% | |
| 38 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.54% | — | +60.11% | |
| 39 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.52% | — | -19.31% | |
| 40 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 0.51% | — | -70.75% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.51% | — | -10.81% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | — | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +44.12% | |
| 44 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.40% | — | -86.18% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.37% | +0.02% | +25.97% | |
| 46 | TFC | Truist Financial CORP | 株式-金融 | 0.33% | +0.07% | +242.96% | |
| 47 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.33% | — | -6.31% | |
| 48 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.30% | — | -85.73% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.26% | +0.13% | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.25% | — | -6.61% |