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 | 17.00% | -0.03% | +1.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.12% | -0.27% | -9.15% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 9.36% | +0.23% | -3.83% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 9.10% | -0.13% | +948.87% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 8.52% | -0.02% | +2.12% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.46% | -0.02% | -2.14% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.46% | -0.19% | -1.36% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.21% | -0.01% | -1.07% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.60% | -0.11% | -1.61% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 4.45% | -0.01% | — | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 3.31% | — | — | |
| 12 | HIPS | Graniteshares Hips US High I | ETF-その他 | 3.01% | -0.01% | -3.09% | |
| 13 | DGRE | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.46% | +0.23% | -0.14% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | +8.24% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.71% | +0.06% | +91.58% | |
| 16 | PWZ | Invesco California Amt-free | ETF-その他 | 0.71% | +0.01% | +10.55% | |
| 17 | CMF | Ishares California Muni Bond | ETF-その他 | 0.64% | +0.01% | +0.77% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.12% | +0.99% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.52% | +0.03% | -3.76% | |
| 20 | INMU | Ishares Intermediate Muni In | ETF-その他 | 0.47% | — | +0.88% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.37% | -0.01% | -17.78% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.31% | — | -21.99% | |
| 23 | XMPT | Vaneck Cef Muni Income ETF | ETF-その他 | 0.30% | — | -1.49% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | +0.01% | +9.40% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.25% | — | -7.42% | |
| 26 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.24% | +0.01% | -2.70% | |
| 27 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.22% | — | -95.55% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.22% | -0.02% | — | |
| 29 | PID | Invesco International Divide | ETF-その他 | 0.20% | — | +0.81% | |
| 30 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.19% | +0.01% | +1.12% | |
| 31 | ARKK | Ark Innovation ETF | ETF-その他 | 0.19% | — | -27.57% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.18% | — | — | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.18% | +0.01% | +2.02% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.18% | — | — | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.17% | +0.01% | -1.55% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | — | -22.34% | |
| 37 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.15% | +0.01% | -4.13% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.14% | — | — | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.14% | — | — | |
| 40 | PVI | Invesco Floating Rate Munici | ETF-その他 | 0.13% | — | -57.86% | |
| 41 | SRE | Sempra | 株式-公益事業 | 0.12% | +0.01% | -2.61% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.11% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.09% | — | — | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.09% | — | -76.44% |