CIK: 0001666788
申告総資産額
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| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 11.19% | — | -3.18% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.85% | — | +1.91% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.42% | — | -18.12% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.99% | — | -13.64% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.36% | — | +1.26% | |
| 6 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 4.75% | — | +143.36% | |
| 7 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.62% | — | +28.65% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.22% | — | +13.12% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-その他 | 3.69% | — | +16.11% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.65% | — | +8.38% | |
| 11 | PECO | Phillips Edison & Company In | 株式-不動産 | 3.45% | — | -33.79% | |
| 12 | IYK | Ishares US Consumer Staples | ETF-その他 | 3.07% | — | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.87% | — | +3.66% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.38% | — | -0.34% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.36% | — | -17.84% | |
| 16 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 2.16% | — | -0.46% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.15% | — | -17.14% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.90% | — | -10.33% | |
| 19 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.88% | — | -36.37% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.69% | — | -8.36% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 1.60% | — | -55.03% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.46% | — | -71.12% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.41% | — | +0.81% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.36% | — | -15.95% | |
| 25 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 1.33% | — | +0.59% | |
| 26 | O | Realty Income CORP | 株式-不動産 | 1.16% | — | -5.62% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.13% | — | +1.91% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.02% | — | -19.00% | |
| 29 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.87% | — | — | |
| 30 | LUV | Southwest Airlines Co | 株式-資本財 | 0.85% | — | -0.24% | |
| 31 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.83% | — | -71.27% | |
| 32 | CSGP | Costar Group INC | 株式-不動産 | 0.73% | — | — | |
| 33 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.71% | — | -3.14% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -15.43% | |
| 35 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.67% | — | +2.66% | |
| 36 | GNL | Global Net Lease INC | 株式-不動産 | 0.65% | — | -15.51% | |
| 37 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.64% | — | -82.79% | |
| 38 | MAIN | Main Street Capital CORP | 株式-金融 | 0.63% | — | +0.15% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.52% | — | — | |
| 40 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.41% | — | -65.71% | |
| 41 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.37% | — | -59.75% | |
| 42 | BRSP | Brightspire Capital INC | 株式-その他 | 0.27% | — | +31.61% |