CIK: 0001776757
申告総資産額
$17.7億
| # | 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 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 12.82% | — | +2.68% | |
| 2 | GLOF | Ishares Global Equity Factor | ETF-その他 | 11.63% | — | +2.73% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 11.16% | — | +1.61% | |
| 4 | SPGM | State Street Spdr Portfolio | ETF-その他 | 11.10% | — | +2.95% | |
| 5 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 10.94% | — | +3.14% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.30% | — | +0.33% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.18% | — | +0.47% | |
| 8 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 6.81% | -0.80% | +0.22% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 5.60% | — | +2.44% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.27% | — | +3.97% | |
| 11 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 3.82% | — | -0.16% | |
| 12 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 3.63% | — | -2.93% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.44% | — | -13.04% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | — | +0.01% | |
| 15 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.54% | -0.72% | — | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.53% | — | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.18% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPGM | State Street Spdr Portfolio | +0.1% | +2.95% | 増加 |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +2.68% | 増加 |
| 3 | VTV | Vanguard Value ETF | 0% | +1.61% | 増加 |
| 4 | GSIE | Goldman Sachs Activebeta Int | 0% | +2.44% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.01% | 増加 |
| 6 | CAPEUSD | Barclays Etn+ Shiller Cape | 0% | -0.16% | 減少 |
| 7 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.97% | 増加 |
| 8 | SCHK | Schwab 1000 Index ETF | -0.1% | +0.22% | 増加 |
| 9 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +0.33% | 増加 |
| 10 | GLOF | Ishares Global Equity Factor | -0.2% | +2.73% | 増加 |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd INC | -0.2% | +3.14% | 増加 |
| 12 | ACWI | Ishares Msci Acwi ETF | -0.2% | -2.93% | 減少 |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | -0.2% | +0.47% | 増加 |
| 14 | EEM | Ishares Msci Emerging Market | -0.3% | -13.04% | 減少 |
| 15 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | 新規購入 |
| 16 | VLUE | Ishares Msci USA Value Facto | — | NEW | 新規購入 |
| 17 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新規購入 |