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 | 11.57% | +0.29% | +0.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.39% | +0.14% | -3.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.15% | -0.15% | -0.52% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-その他 | 7.99% | — | +0.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.69% | -0.09% | -1.05% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.23% | +0.11% | +0.65% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.92% | +0.04% | +0.31% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.42% | +0.13% | +0.26% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.01% | +0.75% | -0.79% | |
| 10 | AIG | American International Group | 株式-金融 | 4.21% | — | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.93% | +0.24% | -2.73% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.38% | -0.04% | -0.70% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.00% | +0.12% | +0.48% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.99% | -0.25% | +1.36% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.60% | — | +0.15% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.54% | +0.01% | +0.80% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.06% | +0.04% | -1.43% | |
| 18 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.77% | — | +1.11% | |
| 19 | GOOG | Alphabet A | 株式-通信サービス | 1.25% | — | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.81% | -0.08% | — | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.02% | — | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +1.70% | |
| 23 | ✓ | 株式-その他 | 0.36% | — | +0.39% | ||
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | — | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.14% | — |