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 | VO | Vanguard Mid-cap ETF | ETF-その他 | 11.38% | +0.25% | +7.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.17% | +0.27% | -4.49% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 10.07% | -0.13% | -3.04% | |
| 4 | ✓ | Rydex ETF Trust | ETF-その他 | 9.53% | -0.03% | -0.40% | |
| 5 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 7.22% | +0.15% | +4.00% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.28% | +0.24% | +4.00% | |
| 7 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 6.08% | +0.16% | +18.34% | |
| 8 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 5.80% | -0.20% | -14.71% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.21% | +0.27% | +4.84% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.80% | -0.04% | -12.35% | |
| 11 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 4.65% | -0.04% | +9.72% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.84% | — | +0.76% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.77% | — | -4.38% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.38% | +0.46% | +1454.53% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.20% | — | -7.32% | |
| 16 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 1.03% | +0.25% | +370.07% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.00% | — | -2.40% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.95% | — | -1.58% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | -0.18% | -38.29% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.86% | +0.02% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | -0.01% | -3.10% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.72% | — | -1.74% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | +13.79% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | +3.45% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | +0.05% | -4.00% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.39% | — | +0.85% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | +0.04% | -8.09% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | -0.07% | -1.32% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.34% | — | +6.96% | |
| 30 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.33% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -17.19% | |
| 32 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.31% | — | -3.28% | |
| 33 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.24% | — | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.20% | +0.01% | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.19% | — | +5.47% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | +8.83% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.17% | — | +26.12% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | — | -16.55% | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.15% | +0.03% | — | |
| 40 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.13% | — | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.12% | — | -16.04% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.11% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | +8.23% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.09% | — | +0.11% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.08% | — | -1.69% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | — | +0.28% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.08% | -0.01% | -5.22% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.08% | — | — | |
| 49 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 0.08% | — | +24.26% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.07% | -0.06% | — |