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 | 13.15% | -0.16% | -15.44% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 8.09% | +0.03% | +0.69% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.14% | +1.41% | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.12% | -0.03% | -10.59% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.55% | +0.04% | +9.90% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.06% | +0.09% | -4.83% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.48% | -0.05% | +2.31% | |
| 8 | IXN | Ishares Global Tech ETF | ETF-テック型 | 3.39% | -0.02% | -7.34% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.09% | — | -18.64% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.03% | -0.12% | +5.80% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.82% | +0.11% | -3.13% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.72% | -0.10% | -15.69% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.44% | — | -1.48% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.40% | — | +5.15% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.35% | — | +4.75% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.33% | — | -14.83% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.20% | — | +5.02% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.82% | — | +385.98% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.73% | — | -15.84% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.67% | — | +49.83% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | — | -12.96% | |
| 22 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 1.43% | — | -2.42% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.18% | — | -56.65% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.14% | — | -0.54% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | -0.05% | +13.30% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.93% | — | -2.93% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | — | +0.02% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.89% | — | -0.97% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.84% | -0.81% | -1.91% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.77% | — | +2.82% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.72% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.62% | — | +63.68% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.56% | — | -7.36% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.51% | — | — | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | — | +9.10% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.45% | -0.84% | -11.46% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | -10.47% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.42% | -0.04% | — | |
| 39 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.41% | — | -1.84% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | -0.21% | +0.07% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.32% | — | -25.00% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | -1.05% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.28% | — | +22.62% | |
| 44 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 0.26% | — | -0.73% | |
| 45 | IDV | Ishares International Select | ETF-その他 | 0.25% | — | +0.05% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.24% | — | -5.73% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | +0.09% | +43.50% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.21% | -0.05% | -1.94% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.20% | — | — | |
| 50 | INTC | Intel CORP | 株式-IT | 0.17% | — | — |