CIK: 0001535811
申告総資産額
$10.2億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 6.45% | -3.25% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.09% | — | +34.46% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.98% | — | -1.29% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.25% | — | +83.11% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.04% | — | — | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.01% | — | +7.03% | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 2.69% | — | +39.65% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.52% | — | — | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.32% | — | +47.53% | |
| 10 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 1.98% | — | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.90% | — | +1165.01% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.78% | — | +1.66% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | +383.70% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.75% | — | +437.29% | |
| 15 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.74% | — | — | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.70% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | +1.05% | -5.78% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.63% | — | — | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.62% | — | +47.04% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.60% | +1.82% | +5.02% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.55% | — | -68.56% | |
| 22 | SMB | Vaneck Short Muni ETF | ETF-その他 | 1.48% | — | -7.17% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.44% | — | -4.73% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.42% | — | -76.21% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.36% | — | +5.38% | |
| 26 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-その他 | 1.35% | — | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.34% | -1.05% | EXIT | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.33% | — | -37.64% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.20% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 1.17% | — | +8.62% | |
| 31 | ARKK | Ark Innovation ETF | ETF-その他 | 1.17% | — | — | |
| 32 | ROM | Proshares Ultra Technology | ETF-テック型 | 0.93% | — | — | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.88% | — | +7.10% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.84% | — | -30.25% | |
| 35 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.84% | — | -24.92% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.74% | — | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.72% | — | -4.98% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | +10.10% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | +7.74% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.67% | — | — | |
| 41 | RTH | Vaneck Retail ETF | ETF-その他 | 0.67% | — | — | |
| 42 | CNYA | Ishares Msci China A ETF | ETF-新興国市場 | 0.64% | — | — | |
| 43 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.64% | — | — | |
| 44 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.62% | — | +8.31% | |
| 45 | QQH | Hcm Defender 100 Index ETF | ETF-大型株・グロース | 0.60% | — | +36.38% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.59% | — | -84.40% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | -47.89% | |
| 48 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.56% | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | — | -40.94% | |
| 50 | LGH | Hcm Defender 500 Index ETF | ETF-大型株・グロース | 0.53% | — | +39.48% |