CIK: 0001633024
申告総資産額
$13.8億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.35% | -0.07% | +3.87% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.46% | -0.12% | -0.02% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.32% | -0.29% | +3.49% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.17% | +0.23% | +0.25% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.82% | -0.12% | +1.98% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.66% | +0.25% | -3.39% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.57% | -0.21% | +2.43% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.37% | -0.06% | +1.64% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.22% | -0.01% | +0.22% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.17% | +0.27% | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.88% | -0.16% | +2.69% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.86% | -0.02% | +5.42% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.82% | -0.05% | +4.45% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.81% | -0.17% | +3.75% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.77% | -0.14% | +2.57% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.45% | -0.10% | +2.89% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.42% | — | +3.69% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.42% | -0.09% | +2.76% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.39% | — | +2.87% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.35% | -0.08% | +18.59% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.32% | +0.28% | +1.50% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.23% | — | +3.15% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.20% | — | +2.44% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.20% | — | +2.55% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.19% | — | +2.91% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.16% | — | +3.54% | |
| 27 | VLO | Valero Energy CORP | 株式-エネルギー | 0.99% | — | +4.54% | |
| 28 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.99% | — | +7.98% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | -1.55% | |
| 30 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.96% | -0.08% | +5.91% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | — | +3.32% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | -3.96% | |
| 33 | TXT | Textron INC | 株式-資本財 | 0.84% | — | -2.28% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | — | +3.03% | |
| 35 | CSL | Carlisle Cos INC | 株式-資本財 | 0.80% | — | -4.25% | |
| 36 | STX | Seagate Technology Holdings plc | 株式-IT | 0.79% | +1.44% | -6.94% | |
| 37 | DVN | Devon Energy CORP | 株式-エネルギー | 0.76% | +0.28% | -7.49% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | -2.57% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | -7.40% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.74% | +0.41% | -4.24% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.72% | — | +1.39% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.71% | — | +3.19% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +0.61% | |
| 44 | AON | Aon plc | 株式-金融 | 0.68% | — | -3.85% | |
| 45 | ROK | Rockwell Automation INC | 株式-資本財 | 0.68% | +0.13% | -0.88% | |
| 46 | KR | Kroger Co | 株式-生活必需品 | 0.67% | -0.22% | -0.37% | |
| 47 | SDA | Sealed Air CORP | 株式-一般消費財 | 0.67% | -0.61% | EXIT | |
| 48 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.66% | +0.01% | +1.55% | |
| 49 | ✓ | 株式-その他 | 0.65% | — | -2.91% | ||
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -0.44% |