CIK: 0001667140
申告総資産額
$5.1億
| # | 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 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 13.06% | +0.19% | -1.02% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 9.07% | — | -2.34% | |
| 3 | OPPE | Wisdomtree European Opport | ETF-その他 | 8.71% | — | -1.43% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 5.60% | +0.05% | -0.91% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.08% | +0.16% | -7.35% | |
| 6 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 3.89% | — | +22.53% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.13% | -0.10% | -0.26% | |
| 8 | ✓ | Claymore Exchange Trd Fd Tr Gugg Insdr | 株式-その他 | 2.61% | — | -1.10% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.57% | — | -2.91% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.55% | — | -4.36% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.34% | -0.15% | +1.69% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.32% | — | +14.45% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.98% | — | +1.99% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.97% | — | +3.60% | |
| 15 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 1.78% | — | +0.27% | |
| 16 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 1.78% | — | +3.42% | |
| 17 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 1.75% | — | +52.47% | |
| 18 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.70% | — | +45.98% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.42% | -0.10% | -1.95% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.13% | — | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.36% | — | — | |
| 22 | UBS | UBS Group AG | 株式-金融 | 1.34% | — | -1.28% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 0.94% | — | +95.77% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | — | +2.07% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | -0.66% | |
| 26 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.86% | — | -6.70% | |
| 27 | TSI | Tcw Strategic Income Fund | 株式-その他 | 0.86% | — | -20.32% | |
| 28 | THO | Thor Industries INC | 株式-一般消費財 | 0.84% | — | -4.28% | |
| 29 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 0.82% | — | +14.83% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.82% | -0.23% | — | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.81% | — | -2.22% | |
| 32 | FDX | Fedex CORP | 株式-資本財 | 0.80% | — | -1.69% | |
| 33 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.78% | — | -1.34% | |
| 34 | UNM | Unum Group | 株式-金融 | 0.70% | — | -2.00% | |
| 35 | BWA | Borgwarner INC | 株式-一般消費財 | 0.67% | — | -0.61% | |
| 36 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.66% | — | +10.52% | |
| 37 | CE | Celanese CORP | 株式-素材 | 0.62% | — | -31.76% | |
| 38 | DHI | Dr Horton INC | 株式-一般消費財 | 0.56% | — | +1.09% | |
| 39 | BALL | Ball CORP | 株式-一般消費財 | 0.55% | — | -3.07% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.55% | — | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.53% | -0.23% | +1.64% | |
| 42 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.53% | — | +3.10% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | -6.40% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | +0.03% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -0.51% | |
| 46 | KSUEUR | Kansas City Southern | 株式-その他 | 0.45% | — | — | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | +0.03% | — | |
| 48 | SYF | Synchrony Financial | 株式-金融 | 0.39% | — | -11.34% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.38% | — | — | |
| 50 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 0.38% | — | -46.81% |