CIK: 0001597298
申告総資産額
$2.4億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 15.80% | — | +64.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.91% | -2.58% | +13.22% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.78% | — | — | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.54% | — | -39.93% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.50% | — | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.07% | — | +352.81% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | -0.56% | +5.12% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.47% | — | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.41% | — | +5.71% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.35% | — | +24.29% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.34% | — | +9.68% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 1.29% | — | -27.99% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.19% | — | -12.95% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.19% | -1.02% | -55.66% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.19% | — | -3.35% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.17% | -0.42% | +6.44% | |
| 17 | RJAUSD | Elements Rogers Agri Tot Ret | ETF-その他 | 1.14% | — | -0.07% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | +0.19% | -5.77% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.12% | — | +82.92% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.09% | — | +311.58% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | — | -87.21% | |
| 22 | SCHW 5.95 PERP D | Charles Schwab CORP | 株式-金融 | 1.06% | — | +30.48% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.03% | — | — | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.88% | — | -53.74% | |
| 25 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.87% | — | +24.13% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.85% | — | -2.88% | |
| 27 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.82% | — | -11.67% | |
| 28 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 0.77% | — | +25.82% | |
| 29 | CMC | Commercial Metals Co | 株式-資本財 | 0.76% | — | -8.11% | |
| 30 | TAN | Invesco Solar ETF | ETF-その他 | 0.76% | — | -14.07% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.72% | — | -75.73% | |
| 32 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.71% | — | +4.29% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | — | -11.28% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +1.74% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.69% | — | -3.83% | |
| 36 | COHR | Coherent Corp. | 株式-IT | 0.68% | — | -3.25% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | -4.13% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.62% | — | -32.36% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | +0.77% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | -1.81% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -7.63% | |
| 43 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.53% | — | +1.12% | |
| 44 | SGENEUR | Seagen INC | 株式-その他 | 0.53% | — | -6.13% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | +18.88% | |
| 46 | XLNXEUR | Xilinx INC | 株式-その他 | 0.51% | — | +18.85% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.51% | — | +26.11% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.51% | — | -14.39% | |
| 49 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 0.50% | — | -9.35% | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.46% | — | +36.80% |