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 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 8.77% | — | +33.78% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.99% | +0.19% | -14.68% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.49% | -0.01% | -6.33% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.07% | +0.16% | +44.02% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-その他 | 6.02% | -0.15% | +9.50% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.19% | -0.23% | +23.85% | |
| 7 | GSY | Invesco Ultra Short Duration | ETF-その他 | 4.91% | -0.10% | +26.72% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.67% | +0.06% | +30.97% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.50% | +0.05% | -11.10% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 3.06% | — | -0.25% | |
| 11 | OPPE | Wisdomtree European Opport | ETF-その他 | 2.34% | — | -28.50% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.84% | -0.10% | +8.54% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.82% | -0.26% | +13.16% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.71% | — | -10.35% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.66% | — | +20.56% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.53% | — | -6.62% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.53% | -0.10% | -3.33% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.46% | — | -21.91% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.40% | -0.13% | -3.08% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.38% | -0.29% | +1169.99% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.37% | — | +2.27% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.28% | — | -6.10% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.13% | — | -21.00% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.99% | — | +1.48% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.93% | -0.23% | +5.88% | |
| 26 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.92% | — | -19.01% | |
| 27 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.92% | — | +17.84% | |
| 28 | FISV | Fiserv INC | 株式-その他 | 0.92% | — | -5.60% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | — | -1.92% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | -10.14% | |
| 31 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.78% | -1.92% | — | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.77% | — | +28.38% | |
| 33 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.74% | — | -12.08% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | -2.66% | |
| 35 | BALL | Ball CORP | 株式-一般消費財 | 0.68% | — | -6.36% | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.64% | — | -1.79% | |
| 37 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.58% | — | +12.86% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | +49.28% | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.50% | -0.05% | -1.77% | |
| 40 | FCT | First Trust Snr Fl Rt INC Ii | 株式-その他 | 0.48% | — | -0.49% | |
| 41 | MTZ | Mastec INC | 株式-資本財 | 0.45% | +0.04% | -1.11% | |
| 42 | KSUEUR | Kansas City Southern | 株式-その他 | 0.45% | — | -1.33% | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.44% | — | -31.02% | |
| 44 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.43% | — | +2.52% | |
| 45 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 0.40% | — | -23.27% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | — | -4.97% | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.37% | — | +0.77% | |
| 48 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 0.36% | — | -18.73% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | +1.69% | |
| 50 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 0.35% | — | -64.50% |