CIK: 0001699803
申告総資産額
$9366.7万
| # | 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 | XLK | Ss Technology Select Sector | ETF-テック型 | 17.01% | -8.62% | EXIT | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 10.45% | -1.11% | -3.77% | |
| 3 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 10.30% | +0.53% | -1.77% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 8.76% | -2.60% | EXIT | |
| 5 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 5.08% | — | +187.52% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 5.05% | +0.08% | +0.45% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.04% | — | -0.64% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.89% | +0.88% | -4.26% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 3.82% | +0.46% | -5.08% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.39% | +0.47% | -4.65% | |
| 11 | XTL | Ss Spdr S&p Telecom ETF | ETF-その他 | 3.12% | — | -3.77% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.04% | — | -2.39% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.75% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.07% | — | +0.24% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.91% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | -0.11% | — | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.19% | — | +421.24% | |
| 18 | XLB | Ss Materials Select Sector | ETF-その他 | 1.19% | +0.35% | -3.77% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.10% | — | +13.36% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.01% | — | +35.02% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -3.07% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | +0.20% | +6.56% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.84% | +0.09% | +31.20% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.82% | +0.04% | +44.35% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | +38.74% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.56% | +0.05% | -6.94% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | -5.35% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.27% | +0.33% | NEW | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.27% | — | -34.17% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.19% | — | -82.22% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.15% | — | — | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.14% | — | -20.65% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | — | — |