CIK: 0001666738
申告総資産額
$1.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 17.56% | -0.01% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.06% | -1.30% | +60.63% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.02% | -0.51% | +11.06% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.82% | -0.99% | -3.67% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 6.64% | +3.17% | -36.40% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.45% | -0.08% | +14.63% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.80% | -0.69% | +112.75% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.39% | -1.74% | +73.86% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.29% | +0.66% | +104.64% | |
| 10 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 4.29% | -3.16% | EXIT | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.16% | -0.20% | EXIT | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.52% | -0.28% | -0.32% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.50% | -0.03% | +3.96% | |
| 14 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 2.29% | — | +244.30% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.67% | -0.26% | +8.07% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.45% | -0.17% | -4.40% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | -0.05% | -8.63% | |
| 18 | ROK | Rockwell Automation INC | 株式-資本財 | 1.00% | -0.01% | — | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.84% | +0.21% | NEW | |
| 20 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 0.81% | +0.07% | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | -0.10% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | +0.03% | -11.36% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.51% | -0.09% | — | |
| 24 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.49% | — | — | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.39% | -0.44% | -17.71% | |
| 26 | WIW | Western Asst Infl-lnk Opp | 株式-その他 | 0.35% | -0.01% | — |