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 | 19.42% | — | +55.16% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 18.98% | -0.01% | +58.83% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.23% | — | -2.44% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.20% | -0.63% | -16.14% | |
| 5 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 6.16% | — | -5.16% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.18% | — | -5.89% | |
| 7 | SKYY | First Trust Cloud Computing | ETF-その他 | 4.33% | — | -5.89% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.89% | -0.17% | -4.29% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.85% | +0.27% | -10.20% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.77% | -0.40% | -13.41% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.27% | +0.27% | -5.14% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.26% | -0.02% | -10.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.04% | — | -5.11% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.91% | +0.24% | -9.48% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.48% | — | -12.04% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | +0.08% | -10.25% | |
| 17 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.27% | — | -9.76% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.92% | -0.11% | -0.30% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | -7.34% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | — | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.57% | -0.05% | -4.77% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.53% | — | -8.34% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.46% | — | +1.00% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | -0.05% | — | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.37% | — | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.35% | — | -1.29% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | — | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.30% | -0.05% | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.12% | +0.71% | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.23% | — | +8.19% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | — | -8.71% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.22% | — | -2.69% | |
| 34 | WPC | Wp Carey INC | 株式-不動産 | 0.22% | — | — | |
| 35 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.20% | — | +3.07% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | -15.06% |