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 | 11.77% | -0.13% | +2.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.32% | +0.27% | +6.07% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 10.25% | +0.25% | +3.42% | |
| 4 | ✓ | Rydex ETF Trust | ETF-その他 | 9.35% | -0.03% | +4.72% | |
| 5 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 6.66% | -0.20% | +1.29% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.51% | +0.24% | +4.17% | |
| 7 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 5.99% | +0.15% | +11.89% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.77% | +0.27% | +4.49% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.24% | -0.04% | +2.38% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 5.22% | +0.16% | +8.53% | |
| 11 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 4.57% | -0.04% | +8.60% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.98% | — | -6.49% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.79% | — | -0.60% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.58% | -0.18% | — | |
| 15 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.42% | — | — | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.41% | — | -3.82% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.15% | — | — | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.95% | — | -0.81% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | -0.01% | +0.11% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.88% | +0.02% | — | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.81% | — | -2.87% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.65% | — | +0.45% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | -0.17% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.04% | +0.46% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | +0.05% | +3.57% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.34% | — | +29.92% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.34% | — | -38.21% | |
| 28 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.30% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | -5.99% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | — | +0.02% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | — | |
| 32 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.18% | — | -8.36% | |
| 33 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.15% | +0.03% | — | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.15% | — | +0.03% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | -0.06% | — | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.12% | — | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.12% | — | — | |
| 38 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.11% | +0.25% | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | — | +1.86% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.10% | — | -46.07% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.10% | -0.01% | +0.04% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.10% | — | +0.14% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | — | |
| 44 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.08% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | — | +0.11% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.07% | -0.03% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.07% | +0.07% | — |