CIK: 0001633288
申告総資産額
$6.4億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 15.35% | +0.29% | +23.30% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.27% | -0.15% | -0.73% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.80% | -0.09% | +10.17% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.58% | +0.11% | -6.86% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.39% | +0.14% | +21.73% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-その他 | 6.53% | — | -7.63% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.48% | -0.04% | +2.70% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.16% | +0.13% | +3.72% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.88% | +0.75% | +30.23% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.23% | +0.04% | +4.60% | |
| 11 | ✓ | American Intl Group INC | 株式-その他 | 3.67% | — | — | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.50% | -0.25% | -7.55% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.71% | +0.24% | +147.47% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.60% | +0.01% | -19.45% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.55% | +0.12% | +28.44% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.51% | — | -25.62% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.39% | — | +155.68% | |
| 18 | PRIV | State Street IG Public & Private Credit ETF | ETF-その他 | 1.73% | — | +20.47% | |
| 19 | AAPL | Apple Computer | 株式-IT | 0.78% | — | — | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.40% | — | +24.06% | |
| 21 | JPM | JPMorgan Chase & Co. | 株式-金融 | 0.27% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.02% | -1.34% |