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 | 11.59% | +0.19% | -1.90% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.56% | -0.01% | -3.89% | |
| 3 | OPPE | Wisdomtree European Opport | ETF-その他 | 6.46% | — | -3.10% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.66% | -0.23% | +7.92% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 5.27% | +0.05% | -1.11% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.85% | — | +6.64% | |
| 7 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.73% | -0.10% | +13.87% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.42% | +0.16% | +27.78% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.93% | — | -2.71% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.90% | — | +16.03% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.72% | -0.15% | +3.20% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.45% | — | +1.63% | |
| 13 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 2.36% | — | +10.40% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.19% | -0.10% | -5.72% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.87% | -0.13% | -4.50% | |
| 16 | ✓ | 株式-その他 | 1.86% | — | -8.01% | ||
| 17 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.85% | — | +0.79% | |
| 18 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 1.79% | — | -6.96% | |
| 19 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.56% | — | +1.25% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 1.30% | — | -3.80% | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.27% | — | — | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.26% | -0.10% | -1.83% | |
| 23 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 1.17% | — | -0.02% | |
| 24 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.13% | — | +0.67% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.06% | — | +4.46% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.89% | -0.23% | -5.71% | |
| 27 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.85% | — | -1.47% | |
| 28 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 0.82% | — | -10.02% | |
| 29 | BALL | Ball CORP | 株式-一般消費財 | 0.76% | — | -1.33% | |
| 30 | UBS | UBS Group AG | 株式-金融 | 0.73% | — | -7.63% | |
| 31 | CSD | Invesco S&p Spin-off ETF | ETF-その他 | 0.73% | — | -16.89% | |
| 32 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.72% | — | -0.11% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | — | |
| 34 | MTZ | Mastec INC | 株式-資本財 | 0.66% | +0.04% | -0.38% | |
| 35 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.65% | — | +15.71% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | -9.86% | |
| 37 | KSUEUR | Kansas City Southern | 株式-その他 | 0.62% | — | -0.23% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.61% | — | +10.65% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +0.37% | |
| 40 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.55% | — | +1.20% | |
| 41 | MCHP | Microchip Technology INC | 株式-IT | 0.54% | — | -3.36% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | -3.90% | |
| 43 | CE | Celanese CORP | 株式-素材 | 0.50% | — | -1.86% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +24.33% | |
| 45 | LKQ | Lkq CORP | 株式-一般消費財 | 0.47% | — | -0.16% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.43% | — | +1.54% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | — | |
| 48 | UNM | Unum Group | 株式-金融 | 0.42% | — | -3.25% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | +11.40% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.03% | -2.70% |