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 | 5.33% | -0.07% | +1.48% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.31% | +0.87% | +2.97% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.19% | -0.12% | +1.76% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.06% | +0.23% | +3.41% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.94% | +0.10% | +2.50% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.74% | -0.29% | +3.76% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.65% | -0.21% | +4.26% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.39% | +0.27% | +1.37% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.37% | +0.25% | +2.76% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.26% | -0.02% | +2.68% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.18% | -0.01% | +3.40% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.99% | -0.17% | +4.52% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.91% | -0.06% | +7.13% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.88% | -0.12% | -1.14% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.82% | -0.16% | +4.78% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.70% | +0.23% | +6.62% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.69% | -0.12% | +1.58% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.67% | -0.14% | +3.56% | |
| 19 | STX | Seagate Technology Holdings plc | 株式-IT | 1.58% | +1.44% | -8.82% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.50% | — | +3.76% | |
| 21 | VLO | Valero Energy CORP | 株式-エネルギー | 1.44% | — | -3.83% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.38% | -0.08% | +3.06% | |
| 23 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.37% | -0.08% | -3.37% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.35% | +0.28% | -0.62% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.35% | — | +5.03% | |
| 26 | GLW | Corning INC | 株式-IT | 1.33% | +0.73% | -4.84% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.30% | -0.09% | +5.09% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.29% | -0.10% | +5.55% | |
| 29 | LRCX | Lam Research CORP | 株式-IT | 1.29% | +0.89% | -5.64% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.17% | +0.03% | +2.24% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.16% | — | +4.26% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.15% | — | +4.04% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | -0.05% | +3.53% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.91% | +0.41% | -0.79% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.90% | — | +2.10% | |
| 36 | ROST | Ross Stores INC | 株式-一般消費財 | 0.90% | — | -0.47% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | +0.69% | |
| 38 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.85% | — | +1.46% | |
| 39 | NRG | Nrg Energy INC | 株式-公益事業 | 0.82% | — | +1.04% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.78% | — | +3.04% | |
| 41 | NFG | National Fuel Gas Co | 株式-エネルギー | 0.76% | -0.21% | +1.45% | |
| 42 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.73% | -0.73% | EXIT | |
| 43 | DVN | Devon Energy CORP | 株式-エネルギー | 0.72% | +0.28% | +1.62% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.71% | — | +7.10% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | +2.02% | |
| 46 | DAL | Delta Air Lines INC | 株式-資本財 | 0.69% | +0.16% | +1.80% | |
| 47 | AFL | Aflac INC | 株式-金融 | 0.69% | — | +2.55% | |
| 48 | KR | Kroger Co | 株式-生活必需品 | 0.69% | -0.22% | +2.96% | |
| 49 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.68% | — | +2.40% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.67% | -0.24% | +2.57% |