CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全359銘柄）
| # | 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 | LMBS | First Trust Low Duration Opp | ETF-その他 | 4.77% | +0.08% | — | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.42% | +0.59% | +6.93% | |
| 3 | FINS | Angel Oak Financ Strat INC | 株式-その他 | 3.93% | — | -3.62% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.84% | +0.18% | +4.09% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.81% | — | -24.55% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.64% | — | -24.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | -0.08% | -12.49% | |
| 8 | SUB | Ishares Short-term National | ETF-その他 | 2.76% | — | +72.44% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.54% | — | +3980.30% | |
| 10 | XMUIX | Blackrock Municipal Income | 株式-その他 | 1.72% | — | -0.97% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.64% | -0.41% | -10.77% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.62% | +0.17% | +1.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -8.40% | |
| 14 | MYI | Blackrock Muniyield Qlty Iii | 株式-その他 | 1.58% | — | -1.56% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.46% | +0.17% | +3.04% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.36% | +0.15% | +3.60% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | -0.06% | -6.12% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.21% | — | -15.33% | |
| 19 | KTF | Dws Municipal Income Trust | 株式-その他 | 1.20% | — | +2.63% | |
| 20 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 1.07% | — | +7.15% | |
| 21 | FPA | First Trust Asia Pac Ex-japn | ETF-その他 | 1.05% | — | -0.49% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.04% | -0.21% | -12.20% | |
| 23 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.04% | — | +6.41% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | — | -4.73% | |
| 25 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 0.97% | — | -8.78% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | — | -3.78% | |
| 27 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.84% | — | -7.93% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.84% | -0.03% | +5.93% | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.84% | — | +9.60% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.82% | +0.08% | +0.51% | |
| 31 | VVR | Invesco Senior Income Trust | 株式-その他 | 0.82% | — | -8.21% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -12.45% | |
| 33 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.79% | — | +1.15% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | +0.09% | +5.75% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.75% | — | +2.49% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | -1.82% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.74% | — | +1.17% | |
| 38 | GHY | Pgim Global High Yield Fund | 株式-その他 | 0.69% | — | -7.85% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.31% | -18.22% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | -8.65% | |
| 41 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.63% | — | +7.94% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | -4.27% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | -11.20% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | -0.37% | |
| 45 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.55% | — | -8.39% | |
| 46 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.53% | — | -8.24% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | +0.16% | +0.31% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | -14.62% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | -3.64% | |
| 50 | PRAA | Pra Group INC | 株式-その他 | 0.46% | — | — |