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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 10.51% | +0.05% | +1.15% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 9.79% | -0.01% | +3.59% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 9.51% | — | +40.46% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.55% | — | +2.74% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.86% | -0.63% | +3.99% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.74% | — | -49.21% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 5.40% | +0.11% | +2.16% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 5.06% | -0.40% | +4.39% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 5.03% | -0.17% | -0.18% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.74% | -0.08% | +61.13% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.56% | +0.27% | +1.89% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.27% | +0.27% | +1.47% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.03% | — | +0.77% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.97% | — | +256.29% | |
| 15 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.84% | — | +1.92% | |
| 16 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.80% | — | +2.41% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.75% | -0.02% | +1.13% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.71% | +0.08% | +3.05% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.59% | — | +5.57% | |
| 20 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.37% | — | +0.11% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | -1.00% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.71% | +0.24% | +1.24% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.60% | -0.11% | -0.79% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | -0.05% | — | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 0.36% | -0.05% | — | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.30% | — | -1.05% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | — | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.26% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.12% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.24% | -0.05% | +0.39% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.24% | — | +2.61% | |
| 33 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.24% | — | +1.50% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.17% | — | — | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.17% | — | -1.16% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 37 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | +0.87% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.16% | +0.42% | — |