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 | 11.16% | +0.25% | +4.07% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.63% | -0.13% | +5.06% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.32% | +0.27% | -1.00% | |
| 4 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 6.87% | +0.15% | +1.30% | |
| 5 | ✓ | Rydex ETF Trust | ETF-その他 | 6.32% | -0.03% | +0.72% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.52% | -0.18% | -1.41% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.28% | +0.27% | +5.73% | |
| 8 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 5.15% | +0.16% | +4.25% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.07% | +0.24% | +5.58% | |
| 10 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 4.43% | -0.04% | +3.48% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.55% | +0.46% | +16.49% | |
| 12 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 3.18% | -0.20% | -7.56% | |
| 13 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 2.83% | +0.25% | +10.19% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.71% | -0.04% | -9.14% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.01% | +0.02% | -5.72% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.78% | — | -3.03% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.38% | — | +2.20% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | +0.04% | -1.13% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.05% | — | -7.73% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.94% | +0.05% | +15.90% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.94% | — | -2.95% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | -6.87% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | +0.14% | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.75% | — | -1.47% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | -0.01% | +6.31% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | — | -0.41% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.58% | — | +1.36% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.50% | — | -1.77% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.49% | — | -3.54% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | — | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.42% | -0.01% | +14.16% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.36% | — | +0.67% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | +0.01% | -1.27% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.27% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | — | +3.99% | |
| 36 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.27% | — | — | |
| 37 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.26% | — | +0.16% | |
| 38 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.19% | — | — | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.18% | — | -5.36% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.16% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | — | +26.62% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | -0.07% | +47.54% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | -0.06% | +88.44% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.14% | — | -1.37% | |
| 45 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.13% | +0.03% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.12% | — | +9.03% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.11% | — | +3.13% | |
| 48 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.11% | — | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.10% | — | — | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.09% | — | +7.34% |