CIK: 0001760578
申告総資産額
$7.2億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 13.69% | -0.46% | +0.64% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 12.47% | -1.05% | +0.10% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.79% | -0.54% | +0.49% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.60% | — | +79.88% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 6.15% | — | -18.17% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.22% | -0.37% | +0.02% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.31% | — | +0.22% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.15% | +0.55% | +0.55% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.05% | — | +1.53% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 2.60% | — | — | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.34% | +0.18% | NEW | |
| 12 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 2.30% | +0.44% | +1.82% | |
| 13 | COLD | Americold Realty Trust INC | 株式-不動産 | 2.20% | — | +30.11% | |
| 14 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 2.02% | -0.84% | +14.99% | |
| 15 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.87% | -0.36% | +1.58% | |
| 16 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.57% | — | — | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.50% | — | — | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.47% | — | +2.75% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.39% | — | +1.37% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.35% | — | +1.66% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.08% | -0.23% | +1.67% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.92% | — | +2.14% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.58% | — | +40.51% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.55% | — | +37.87% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | +2.46% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | +0.49% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.43% | — | +0.52% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | -0.54% | +1.30% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.38% | — | +5.33% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.20% | +4.08% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | -23.31% | |
| 32 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.29% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | -12.09% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | +8.09% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.27% | -1.22% | -3.31% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.12% | +1.50% | |
| 37 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.22% | — | — | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.21% | — | -14.79% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.21% | — | -27.52% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.20% | — | -3.66% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | +9.76% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | -0.13% | EXIT | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.19% | — | +1.22% | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.19% | — | -0.82% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.19% | — | — | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.18% | — | +0.68% | |
| 47 | ✓ | Azul Sa-adr | 株式-その他 | 0.18% | — | -9.42% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.17% | — | +18.20% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.16% | +14.12% | |
| 50 | OSIS | Osi Systems INC | 株式-IT | 0.17% | — | — |