CIK: 0001737109
申告総資産額
$125.4億
上位200銘柄を表示中(全265銘柄)
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.03% | — | +0.32% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.10% | — | +3.60% | |
| 3 | CDC | Victoryshares US Eq Income E | ETF-その他 | 3.03% | — | +6.31% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.88% | — | +17.89% | |
| 5 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 2.70% | — | +7.96% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.66% | — | +18.30% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.50% | -0.18% | -1.28% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.43% | — | +28.87% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.30% | -0.06% | +2.94% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.14% | — | -0.01% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.91% | — | +4.98% | |
| 12 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.84% | — | +66.03% | |
| 13 | JHY | Nuveen H-i 2020 Tgt Trm Fd | 株式-その他 | 1.69% | — | +91.97% | |
| 14 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 1.66% | — | +320.68% | |
| 15 | JMT | Nuveen Mrtg Opprt Trm 2 | 株式-その他 | 1.62% | — | +106.33% | |
| 16 | JHD | Nuveen H-i Dec 19 Tgt Trm Fd | 株式-その他 | 1.49% | — | +88.86% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.46% | — | +11.48% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.37% | — | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.36% | — | — | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.36% | — | -2.55% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.34% | — | — | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.34% | — | — | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.33% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.21% | — | -38.44% | |
| 25 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.20% | — | — | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.17% | — | +40.80% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | -0.32% | +12.39% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.09% | — | +12.68% | |
| 29 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.03% | — | +25.87% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.95% | +0.23% | +29.46% | |
| 31 | ✓ | J P Morgan Exchange Traded F | 株式-その他 | 0.91% | — | +35.98% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.90% | — | +36.85% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.86% | — | -2.03% | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.83% | — | -2.82% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | +0.32% | +112.47% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.73% | — | +17.73% | |
| 37 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.72% | — | +36.19% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +12.90% | |
| 39 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.67% | — | +7.33% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | — | +141.47% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | — | +316.24% | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.60% | — | +50.69% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | +23.11% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +36.81% | |
| 45 | ✓ | 株式-その他 | 0.58% | — | +6.96% | ||
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.19% | +38.28% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.56% | — | +0.51% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.56% | — | +184.12% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | +0.09% | +18.96% | |
| 50 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 0.50% | — | +2.93% |