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 | 10.15% | +0.26% | -2.09% | |
| 2 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.73% | — | -0.83% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.59% | +0.01% | +2.86% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.56% | +0.06% | -1.68% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.98% | — | -2.15% | |
| 6 | SPGM | State Street Spdr Portfolio | ETF-その他 | 4.60% | +0.18% | +35.15% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.56% | — | -2.22% | |
| 8 | MORT | Vaneck Mortgage Reit Income | ETF-その他 | 3.97% | — | -3.10% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.71% | -0.13% | +4.69% | |
| 10 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 3.44% | — | +1.44% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.24% | — | -0.61% | |
| 12 | IHY | Vaneck Int High Yield Bond | ETF-ハイイールド債 | 3.21% | — | +5.84% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.16% | — | +2.17% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.13% | — | -4.80% | |
| 15 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 3.09% | — | -1.16% | |
| 16 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | ETF-コモディティ | 3.07% | — | +1.67% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.93% | -0.25% | +3.48% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.73% | -0.16% | +3.14% | |
| 19 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.46% | — | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.32% | — | +2.42% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.62% | +0.29% | +4.07% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.40% | -0.07% | +11.02% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.30% | +0.18% | +0.08% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.23% | +0.04% | +5.43% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.22% | — | +7.06% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | — | -7.48% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.11% | +0.03% | +36.37% | |
| 28 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.99% | — | -57.58% | |
| 29 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.52% | — | -3.79% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.27% | — | — | |
| 31 | RTN1USD | Raytheon Company | 株式-その他 | 0.23% | — | -12.43% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +2.22% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.23% | +0.05% | NEW | |
| 34 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.22% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +1.94% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | — | -0.57% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | -4.49% | |
| 38 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.20% | — | -12.76% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.18% | — | +0.67% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | — | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | +0.04% | +11.74% | |
| 42 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.18% | — | — | |
| 43 | ENB | Enbridge INC | 株式-エネルギー | 0.15% | — | +2.68% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.13% | — | — | |
| 45 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.12% | — | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.12% | — | +11.87% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.12% | — | -5.28% | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.10% | — | -2.97% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.10% | — | -96.26% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.10% | — | — |