CIK: 0001706669
申告総資産額
$3.1億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 27.39% | +0.26% | NEW | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 9.97% | — | +3.33% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 9.10% | +0.05% | +3.21% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.21% | -0.63% | -26.85% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.84% | — | -26.45% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.65% | -0.40% | -4.44% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.55% | -0.17% | +1.09% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.46% | +0.27% | -20.45% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.00% | -0.02% | -21.75% | |
| 10 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.76% | — | -19.09% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.17% | +0.11% | +2.06% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.14% | +0.27% | -21.77% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.79% | +0.24% | -18.15% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.71% | — | -16.21% | |
| 15 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.43% | — | -2.77% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.15% | — | -10.13% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.11% | -6.73% | |
| 18 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.75% | — | -11.90% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.68% | — | -10.32% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | -15.51% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -4.32% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | +0.08% | -0.26% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.56% | +0.05% | -2.06% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | -3.87% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | -1.84% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.49% | — | +3.91% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | -4.88% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.05% | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | -0.04% | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.38% | — | +8.84% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | — | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.36% | — | -2.29% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | — | +12.16% | |
| 34 | WPC | Wp Carey INC | 株式-不動産 | 0.30% | — | -14.58% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | -2.99% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | +25.43% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.12% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.19% | — | — | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.19% | — | — |