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 | 13.78% | -0.46% | -4.87% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.49% | -1.05% | -4.64% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.93% | -1.22% | +5387.47% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.01% | -0.54% | +1.60% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 8.14% | — | +23.00% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.61% | -0.37% | -10.17% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.11% | +0.55% | -4.09% | |
| 8 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 3.36% | +0.44% | +9.46% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.31% | +0.18% | NEW | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.05% | — | +15.09% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.96% | — | -11.89% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.75% | — | +89.75% | |
| 13 | PSQUSD | Proshares Short Qqq | ETF-その他 | 1.83% | — | — | |
| 14 | COLD | Americold Realty Trust INC | 株式-不動産 | 1.60% | — | +11.90% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.58% | -0.23% | -19.08% | |
| 16 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 1.16% | -0.84% | +3.91% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | — | -11.78% | |
| 18 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.90% | — | +7.70% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.74% | — | -2.05% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.49% | — | -33.30% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | +42.45% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | -0.54% | +2.76% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.20% | +8.23% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.45% | — | +17.78% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | -35.42% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.40% | — | -13.56% | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.38% | — | -67.78% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | -9.91% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | -0.12% | +2.84% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +1.81% | |
| 31 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.32% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | -38.56% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | +7.71% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.27% | +0.17% | NEW | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.26% | — | +21.04% | |
| 36 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.25% | — | -9.39% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.24% | — | -6.66% | |
| 38 | HBIOUSD | Harvard Bioscience INC | 株式-その他 | 0.24% | — | +1.21% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | -0.16% | -3.93% | |
| 40 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.21% | — | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.20% | — | -19.39% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | — | -36.52% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.18% | -0.13% | EXIT | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.18% | — | -19.49% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | +8.67% | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.18% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -54.74% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.15% | — | -2.06% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | — | +1.38% | |
| 50 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.14% | — | -21.10% |