CIK: 0001469751
申告総資産額
$64.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.19% | -0.56% | +1.16% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.81% | — | +5.09% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.26% | -0.07% | +4.47% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.19% | — | +4.57% | |
| 5 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 4.84% | — | — | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.63% | +0.10% | +25.29% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 4.60% | — | +3.85% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.56% | — | +8.99% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.36% | -0.38% | +1.74% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.27% | — | +8.15% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.19% | — | +3.10% | |
| 12 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 2.63% | -0.31% | +180.66% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.57% | — | +22.20% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.04% | -0.14% | +1.65% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.16% | +2.47% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.87% | +0.15% | +7.14% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.87% | +0.20% | +10.49% | |
| 18 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.84% | — | +3.93% | |
| 19 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.77% | — | +13.52% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.64% | +17.36% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.61% | — | +5.65% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | — | +14.32% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.18% | -0.13% | +1.91% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.18% | -0.14% | +7.37% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.06% | — | +5.26% | |
| 26 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.99% | — | +11.96% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.92% | +0.15% | +122.10% | |
| 28 | HDUS | Hartford Discip Eqty ETF | ETF-その他 | 0.84% | — | +10.59% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | -0.02% | +186.66% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.83% | — | +3.89% | |
| 31 | RFDA | Alps Dynamic US Dividend Adv | ETF-その他 | 0.82% | — | -2.29% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.81% | +0.04% | +432.94% | |
| 33 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.81% | +0.01% | +10.72% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.47% | +54.16% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.79% | -0.01% | +1.40% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +21.42% | |
| 37 | PLD | Prologis INC | 株式-不動産 | 0.70% | — | +6.48% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | +0.08% | +27.04% | |
| 39 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 0.60% | — | -2.47% | |
| 40 | XLB | Ss Materials Select Sector | ETF-その他 | 0.57% | — | +1.79% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.08% | -55.64% | |
| 42 | JPMB | Jpmorgan Usd Emerging Market | ETF-新興国市場 | 0.48% | — | — | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.45% | — | +3.18% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.45% | +0.16% | — | |
| 45 | PSCI | Invesco S&p Smallcap Industr | ETF-その他 | 0.44% | — | +11.66% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.44% | — | +10.47% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | +2.56% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.42% | — | +12.96% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.39% | +0.15% | +9.72% | |
| 50 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 0.39% | +0.04% | +28.34% |