CIK: 0001732846
申告総資産額
$4459.8万
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 21.94% | -1.69% | +23.24% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 15.43% | -0.70% | -4.46% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 15.09% | +0.78% | +2.66% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.06% | +0.21% | -55.03% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 9.68% | +0.54% | -5.59% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.91% | +0.07% | -78.83% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.60% | +0.52% | -45.36% | |
| 8 | IDV | Ishares International Select | ETF-その他 | 3.40% | — | -82.79% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.14% | -0.09% | -61.05% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.70% | +0.47% | NEW | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 1.89% | — | -83.77% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.87% | -0.02% | -87.05% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.31% | — | -66.62% | |
| 14 | WPC | Wp Carey INC | 株式-不動産 | 1.23% | -0.07% | +0.08% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | — | -22.56% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | — | -96.28% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | -0.04% | — | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.60% | — | -78.04% | |
| 19 | LDOS | Leidos Holdings INC | 株式-IT | 0.52% | +0.02% | — |