CIK: 0001648101
申告総資産額
$5.5億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 12.49% | -0.13% | +3.13% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.68% | +0.27% | +0.79% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.17% | +0.25% | +3.02% | |
| 4 | ✓ | Rydex ETF Trust | ETF-その他 | 8.02% | -0.03% | +4.80% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.53% | -0.18% | — | |
| 6 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 6.37% | -0.20% | -0.61% | |
| 7 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 5.47% | +0.15% | +3.37% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.14% | -0.04% | +1.04% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.37% | +0.24% | +69.46% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.81% | +0.27% | +51.64% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.11% | +0.16% | +115.05% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.75% | — | -6.34% | |
| 13 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 2.55% | -0.04% | +128.61% | |
| 14 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 2.30% | — | -5.62% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.16% | — | -2.86% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.05% | — | -5.54% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.59% | — | -0.20% | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.47% | — | -3.18% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.13% | — | -11.08% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.01% | — | -2.69% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | -0.01% | -1.66% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.96% | — | -0.00% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.94% | +0.02% | -0.30% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.87% | — | -6.15% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.58% | — | +5.10% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.04% | -5.91% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | +0.01% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | +0.05% | +1.11% | |
| 29 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.36% | — | -1.08% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.32% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | -7.71% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | +0.01% | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | — | +7.45% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | -0.52% | |
| 35 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.18% | — | +0.11% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.18% | — | -4.79% | |
| 37 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.17% | +0.03% | — | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.16% | — | +4.06% | |
| 39 | ✓ | Powershares | 株式-その他 | 0.14% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | +11.04% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.12% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | -0.06% | -17.68% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | — | -22.35% | |
| 44 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.10% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | — | |
| 46 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.10% | — | — | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.09% | — | — |