CIK: 0001719203
申告総資産額
$1.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.41% | — | -18.47% | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 10.89% | — | +26.82% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.71% | — | +22.41% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.07% | — | -39.83% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.74% | — | -2.11% | |
| 6 | BLDG | Cambria Global Real Estate | ETF-その他 | 3.39% | — | -11.39% | |
| 7 | FINX | Global X Fintech ETF | ETF-テック型 | 3.33% | — | -3.57% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.28% | — | +5.57% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.23% | — | -14.60% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.96% | — | +15.24% | |
| 11 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 2.55% | — | -26.15% | |
| 12 | PAVE | Global X US Infrastructure | ETF-その他 | 2.55% | — | -14.53% | |
| 13 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 2.54% | — | -19.83% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.89% | — | +3.01% | |
| 15 | LGIH | Lgi Homes INC | 株式-その他 | 1.70% | — | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.56% | — | -44.51% | |
| 17 | VNM | Vaneck Vietnam ETF | ETF-その他 | 1.42% | — | -8.64% | |
| 18 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.42% | — | -5.51% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.23% | — | -2.82% | |
| 20 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.17% | — | -13.55% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | +0.42% | |
| 22 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.91% | — | — | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.90% | — | -16.95% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -1.31% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.78% | — | -25.73% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 0.76% | — | -18.05% | |
| 27 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 0.70% | — | +1.50% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.59% | — | -30.39% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | -1.43% | |
| 30 | ✓ | 株式-その他 | 0.53% | — | -9.01% | ||
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | -3.12% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +16.74% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | -10.87% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | — | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.23% | — | +0.13% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.18% | — | +1.82% | |
| 37 | HSY | Hershey Co/the | 株式-生活必需品 | 0.15% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | — |