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 | 5.42% | -0.17% | -0.09% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.23% | +0.15% | +6.20% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.06% | +0.07% | +7.26% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.88% | +0.11% | +26.75% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.51% | +0.07% | -1.36% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.19% | -0.24% | -0.52% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.15% | +0.12% | +10.37% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.10% | +0.19% | +1.37% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.53% | +0.04% | +18.79% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.44% | -0.47% | +3.24% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.98% | +0.02% | +2.42% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.81% | -0.78% | -2.57% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.63% | +0.07% | +18.44% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.60% | — | +4.00% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.57% | — | +9.49% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.55% | — | -0.51% | |
| 17 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.53% | — | +5.35% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.39% | — | -0.85% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.39% | -0.05% | +3.85% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.38% | +0.03% | +0.11% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.28% | -0.20% | +0.01% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.26% | — | — | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.26% | — | -0.22% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.23% | -0.04% | +7.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | +0.23% | +612.31% | |
| 26 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.19% | — | — | |
| 27 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.16% | — | -20.49% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.13% | — | +8.21% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.08% | — | — | |
| 30 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 1.03% | -0.13% | +1.19% | |
| 31 | ✓ | ETF Ser Solutions | 株式-その他 | 1.01% | -0.29% | -0.94% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | -0.28% | +20.93% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.89% | — | +5.24% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.87% | — | — | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.83% | -0.04% | -6.19% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.81% | — | +5.32% | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.81% | — | +7.06% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.78% | -0.27% | -11.10% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.75% | +0.16% | +2.50% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | — | -10.54% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.74% | -0.04% | -4.88% | |
| 42 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 0.73% | — | -1.09% | |
| 43 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.67% | +0.05% | -8.13% | |
| 44 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.65% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.62% | — | — | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.62% | — | +41.48% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.58% | — | -0.63% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | -1.16% | |
| 49 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.56% | — | -0.47% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.56% | — | +8.49% |