CIK: 0001716983
申告総資産額
$2.4億
| # | 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 | LQDI | Ishares Inflation Hedged Cor | ETF-その他 | 16.80% | -0.03% | +0.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.69% | -0.27% | +0.88% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 9.73% | +0.23% | -0.42% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 8.49% | -0.02% | +1.90% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 8.45% | — | +0.53% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.00% | -0.02% | +0.83% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.41% | -0.19% | +0.04% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.40% | -0.01% | +1.54% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-その他 | 4.97% | — | +0.82% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.62% | -0.11% | +0.28% | |
| 11 | HIPS | Graniteshares Hips US High I | ETF-その他 | 3.29% | -0.01% | +3.15% | |
| 12 | DGRE | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.44% | +0.23% | +0.18% | |
| 13 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 2.09% | — | -0.18% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.89% | -0.13% | -0.80% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -1.72% | |
| 16 | PWZ | Invesco California Amt-free | ETF-その他 | 0.64% | +0.01% | +5.02% | |
| 17 | CMF | Ishares California Muni Bond | ETF-その他 | 0.63% | +0.01% | +4.73% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.12% | +0.97% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.53% | +0.03% | +1.20% | |
| 20 | INMU | Ishares Intermediate Muni In | ETF-その他 | 0.47% | — | — | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.46% | -0.01% | — | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.40% | — | +0.34% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | +6.39% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.38% | +0.06% | +0.19% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | — | +5.85% | |
| 26 | PVI | Invesco Floating Rate Munici | ETF-その他 | 0.31% | — | — | |
| 27 | XMPT | Vaneck Cef Muni Income ETF | ETF-その他 | 0.30% | — | +4.96% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.26% | — | -1.88% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.25% | +0.01% | -1.57% | |
| 30 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.25% | +0.01% | +0.72% | |
| 31 | ARKK | Ark Innovation ETF | ETF-その他 | 0.21% | — | -1.30% | |
| 32 | PID | Invesco International Divide | ETF-その他 | 0.20% | — | +1.29% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.19% | — | +5.85% | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.19% | — | +4.70% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.18% | +0.01% | +2.60% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.18% | +0.01% | +1.18% | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.17% | — | — | |
| 38 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.17% | +0.01% | +0.40% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.13% | — | — | |
| 40 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.13% | +0.01% | -7.63% | |
| 41 | SRE | Sempra | 株式-公益事業 | 0.11% | +0.01% | +0.91% |