CIK: 0001669662
申告総資産額
$4.4億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.99% | +0.26% | -1.55% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.48% | +0.01% | +2.28% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.40% | +0.06% | -1.05% | |
| 4 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.18% | — | — | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.13% | — | -2.73% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.83% | — | -4.92% | |
| 7 | MORT | Vaneck Mortgage Reit Income | ETF-その他 | 4.18% | — | -1.53% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.70% | -0.13% | +4.52% | |
| 9 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 3.49% | — | +5.14% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.41% | — | -2.07% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.38% | — | +0.98% | |
| 12 | SPGM | State Street Spdr Portfolio | ETF-その他 | 3.33% | +0.18% | +65.19% | |
| 13 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | ETF-コモディティ | 3.25% | — | +5.38% | |
| 14 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 3.23% | — | +0.80% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.14% | — | — | |
| 16 | IHY | Vaneck Int High Yield Bond | ETF-ハイイールド債 | 3.12% | — | +1.56% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.91% | -0.25% | +1.37% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.72% | — | -5.22% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.69% | -0.16% | +0.20% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.40% | — | -0.39% | |
| 21 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.32% | — | +1.60% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.50% | +0.29% | +20.39% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.32% | — | -6.88% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.31% | -0.07% | +43.94% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.20% | — | +11.24% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.12% | +0.04% | +63.75% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.09% | +0.18% | -2.41% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.80% | +0.03% | +34.71% | |
| 29 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.58% | — | -16.21% | |
| 30 | RTN1USD | Raytheon Company | 株式-その他 | 0.25% | — | +0.11% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.24% | — | — | |
| 32 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.23% | — | -1.87% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.23% | — | — | |
| 34 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.23% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | -2.25% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | -1.17% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | — | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.20% | +0.05% | NEW | |
| 40 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.19% | — | +8.61% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.17% | — | -3.24% | |
| 42 | ENB | Enbridge INC | 株式-エネルギー | 0.16% | — | — | |
| 43 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.16% | — | -5.81% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.15% | +0.04% | — | |
| 45 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.14% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.13% | — | +3.59% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.11% | — | +17.27% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.11% | — | — | |
| 49 | NUGT | Drx Dly Gold Miners Bull 3x | ETF-コモディティ | 0.10% | — | — | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.10% | — | -6.72% |