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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 14.13% | -0.01% | -3.61% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 11.69% | +0.05% | -1.00% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.30% | -0.63% | +29.91% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.73% | — | +33.44% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 8.09% | — | -5.37% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-その他 | 6.43% | +0.11% | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.79% | — | +8.68% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 5.18% | -0.17% | +36.19% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 5.00% | +0.27% | +11.83% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 4.50% | -0.40% | +25.95% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.46% | +0.27% | +10.43% | |
| 12 | INDS | Pacer Industrial Real Estate | ETF-その他 | 2.28% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.95% | — | +9.14% | |
| 14 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.90% | — | -50.34% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.83% | -0.02% | -41.69% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.46% | +0.08% | +16.92% | |
| 17 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.26% | — | +2.27% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.81% | -0.11% | -2.18% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | -38.09% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.78% | +0.24% | -64.46% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | -0.05% | — | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -28.04% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | -4.79% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | -2.46% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.12% | -6.57% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | -54.81% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.25% | — | — | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.25% | — | +2.01% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.24% | — | -33.88% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.24% | -0.05% | -38.91% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | — | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | — | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.19% | — | +10.34% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.16% | -0.08% | — | |
| 37 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.13% | — | — |