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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.01% | — | +93.94% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 9.45% | +0.05% | -16.01% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 9.17% | -0.01% | -29.06% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.65% | -0.63% | +3.05% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.52% | — | -0.63% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.19% | — | -20.29% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 5.78% | +0.11% | -4.91% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 5.65% | -0.40% | +41.81% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 5.10% | -0.17% | -0.71% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.80% | +0.27% | +2.59% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.46% | +0.27% | +7.60% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.86% | -0.08% | +1888.73% | |
| 13 | SKYY | First Trust Cloud Computing | ETF-その他 | 2.18% | — | +34.09% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | — | +17.89% | |
| 15 | INDS | Pacer Industrial Real Estate | ETF-その他 | 2.03% | — | -0.65% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.81% | +0.08% | +34.46% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.73% | -0.02% | +3.05% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.37% | — | +467.51% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.36% | — | +18.57% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +27.53% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.74% | +0.24% | +2.90% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.69% | -0.11% | -0.71% | |
| 23 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.51% | — | +296.44% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | -0.05% | — | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 0.35% | -0.05% | — | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | -0.28% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.30% | — | -9.97% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.26% | -0.12% | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | -4.51% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | -0.05% | +13.04% | |
| 33 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.24% | — | +3.10% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.19% | — | -8.14% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.19% | — | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | — | |
| 37 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | -6.95% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.14% | — | — |