CIK: 0001767474
申告総資産額
$5.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.20% | -0.16% | +0.19% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 9.95% | +0.03% | +0.27% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.42% | +0.04% | +0.83% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.86% | -0.03% | -1.49% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-テック型 | 4.24% | -0.02% | -0.99% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.62% | — | +0.47% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | -0.05% | -0.19% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.21% | — | -0.15% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.19% | -0.10% | -0.34% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.02% | +0.09% | +0.74% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.98% | — | +3.48% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.94% | — | -0.81% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.90% | — | -0.87% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.89% | -0.12% | -4.67% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.85% | — | +1.84% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.47% | — | +0.09% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.15% | — | +1.00% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.82% | — | +3.00% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | — | -1.25% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.69% | — | +299.27% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.35% | — | +0.04% | |
| 22 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 1.33% | — | -0.09% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.31% | — | +0.02% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.09% | — | -1.36% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.07% | — | -0.49% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 1.02% | -0.05% | -8.46% | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.91% | — | +8.76% | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.87% | — | +5.94% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.87% | -0.81% | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +0.15% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.58% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | -0.27% | |
| 33 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.45% | — | -3.06% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | -0.21% | +0.12% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | -2.55% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | +0.56% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.33% | -0.84% | -3.63% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.32% | — | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.31% | — | +0.58% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.29% | -0.05% | +1.29% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.28% | — | +0.34% | |
| 42 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 0.28% | — | +0.12% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.26% | +0.11% | +0.85% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.25% | -1.51% | — | |
| 45 | IDV | Ishares International Select | ETF-その他 | 0.24% | — | +0.95% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.21% | — | -0.27% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.19% | — | — | |
| 48 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.18% | — | +2.10% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.16% | — | +0.58% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.16% | — | — |