CIK: 0001536549
申告総資産額
$1.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 54.40% | -1.24% | +1.01% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 14.62% | +1.37% | +3314.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.12% | +0.01% | +7.49% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.92% | -0.25% | -0.73% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.29% | -0.19% | -84.32% | |
| 6 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 2.64% | +0.26% | +3.45% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.55% | -0.02% | -37.96% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.09% | -0.32% | -11.28% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.06% | -0.16% | -21.40% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.74% | -0.04% | -0.01% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | -0.01% | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | -0.09% | — | |
| 13 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 0.56% | -0.02% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.12% | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.47% | -0.02% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.34% | -0.02% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.34% | +0.02% | -35.28% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.30% | -0.03% | -23.39% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | +19.27% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | -0.01% | -8.71% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.14% | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.23% | -0.21% | EXIT | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.23% | +0.22% | NEW | |
| 25 | F | Ford Motor Co | 株式-一般消費財 | 0.16% | -0.06% | — |