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 | 5.05% | -0.07% | +0.96% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.43% | +0.23% | +0.04% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.10% | -0.12% | +1.01% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.03% | -0.12% | +2.78% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.90% | -0.29% | +4.39% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.86% | +0.10% | +2.32% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.61% | -0.21% | +3.48% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.58% | +0.27% | -1.14% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.54% | +0.25% | -1.14% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.31% | -0.01% | -0.38% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.25% | -0.06% | +3.27% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.01% | -0.02% | +2.51% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.98% | -0.17% | +3.25% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.80% | -0.16% | +3.17% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.76% | -0.14% | +3.71% | |
| 16 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.60% | -0.08% | -1.10% | |
| 17 | VLO | Valero Energy CORP | 株式-エネルギー | 1.60% | — | +0.21% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.54% | — | +5.10% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.38% | -0.12% | +0.78% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.38% | +0.28% | -1.66% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.37% | -0.10% | +2.30% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.35% | -0.09% | +3.35% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.34% | — | +3.11% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.29% | -0.08% | +3.14% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.20% | — | +4.78% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.12% | — | +3.34% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.12% | +0.03% | +1.01% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | -0.05% | +1.20% | |
| 29 | CSL | Carlisle Cos INC | 株式-資本財 | 0.97% | — | -2.15% | |
| 30 | LRCXEUR | Lam Research CORP | 株式-IT | 0.93% | — | -3.73% | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.92% | — | -2.91% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | -0.81% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.89% | +0.41% | -4.31% | |
| 34 | TXT | Textron INC | 株式-資本財 | 0.88% | — | -0.81% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | +1.19% | |
| 36 | NRG | Nrg Energy INC | 株式-公益事業 | 0.85% | — | -2.95% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.81% | — | -0.36% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.80% | +0.87% | +12.23% | |
| 39 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.79% | — | +8.83% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.78% | — | +0.84% | |
| 41 | ROST | Ross Stores INC | 株式-一般消費財 | 0.78% | — | -0.79% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.77% | — | +0.18% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | — | +1.55% | |
| 44 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.74% | — | -3.71% | |
| 45 | WRKUSD | Westrock Co | 株式-その他 | 0.73% | — | +1.11% | |
| 46 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.73% | — | -0.72% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | +0.02% | -1.14% | |
| 48 | KR | Kroger Co | 株式-生活必需品 | 0.71% | -0.22% | +1.33% | |
| 49 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.70% | +0.01% | +1.21% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.37% |