CIK: 0001697029
申告総資産額
$1.4億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.61% | -0.17% | -0.38% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.07% | +0.15% | -0.32% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.99% | +0.07% | +1.60% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.70% | +0.07% | -3.37% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.36% | -0.24% | -1.91% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.27% | +0.11% | +279.58% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.12% | +0.19% | -0.03% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.96% | +0.12% | -0.16% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.44% | -0.47% | -19.32% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.20% | +0.04% | +26.08% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.99% | +0.02% | +0.50% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.92% | -0.78% | +56.45% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.64% | — | -0.51% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.61% | — | — | |
| 15 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.53% | — | +0.04% | |
| 16 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.52% | — | -2.62% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.51% | — | -0.23% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.49% | — | +2.04% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.43% | -0.05% | -3.56% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.42% | +0.07% | +0.27% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.41% | +0.03% | +4.31% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | -0.20% | -1.77% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.31% | — | — | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.30% | — | +0.48% | |
| 25 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.24% | — | — | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.22% | -0.04% | +1.01% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.13% | — | — | |
| 28 | ✓ | ETF Ser Solutions | 株式-その他 | 1.11% | -0.29% | -44.57% | |
| 29 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 1.10% | -0.13% | +0.82% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.10% | — | -0.09% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.93% | — | +18.69% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.92% | -0.04% | -7.38% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.87% | -0.27% | +78.99% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.86% | -0.28% | +67.80% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.86% | — | — | |
| 36 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.86% | +0.05% | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.84% | — | -3.34% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.82% | — | — | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.79% | — | -8.54% | |
| 40 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.79% | — | -6.18% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.79% | -0.04% | +42.12% | |
| 42 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 0.75% | — | -50.79% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.75% | +0.16% | +17.51% | |
| 44 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.66% | — | +31.05% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | -1.18% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.61% | — | +1.03% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.60% | — | -6.30% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.58% | +0.07% | -13.35% | |
| 50 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.58% | — | +36.65% |