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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 13.13% | — | +23.65% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 12.46% | -0.01% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.93% | +0.26% | NEW | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.95% | -0.63% | -13.28% | |
| 5 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 6.44% | — | -10.25% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.43% | — | +4.08% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.70% | — | — | |
| 8 | SKYY | First Trust Cloud Computing | ETF-その他 | 4.59% | — | — | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.31% | +0.27% | +7.59% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 4.07% | -0.17% | +0.09% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 4.05% | -0.40% | -15.71% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.50% | -0.02% | -4.80% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.41% | +0.27% | +37.79% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.15% | +0.24% | +14.74% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | — | +39.32% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | — | -23.01% | |
| 17 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.58% | — | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.41% | +0.08% | +1.38% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.89% | -0.11% | -0.74% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +6.23% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | +1.83% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | -0.05% | — | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | — | — | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.45% | — | +0.52% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.05% | -6.07% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | -18.26% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | — | -38.29% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.34% | -0.05% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | -25.79% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.12% | -0.13% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | -3.91% | |
| 32 | WPC | Wp Carey INC | 株式-不動産 | 0.24% | — | — | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -17.37% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.23% | — | — | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.22% | — | +6.46% | |
| 36 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.19% | — | — |