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% | — | +0.21% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.33% | -0.01% | -2.32% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.55% | +0.16% | +14.20% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-その他 | 5.97% | -0.10% | +28.88% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.95% | -0.15% | +0.48% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.65% | -0.23% | +15.13% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.64% | +0.19% | -26.17% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.05% | +0.06% | +3.91% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 3.28% | — | -0.13% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.59% | +0.05% | -21.46% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | +0.03% | — | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.18% | -0.10% | +25.36% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.01% | -0.26% | +8.04% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.01% | — | +26.14% | |
| 15 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.71% | — | -0.56% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.65% | — | +5.36% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.54% | -0.29% | +17.12% | |
| 18 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.45% | — | -35.53% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.43% | -0.10% | -6.47% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | -0.13% | -4.25% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.36% | — | -0.15% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.35% | — | -6.61% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.31% | — | -0.91% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.25% | — | +9.25% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.09% | -0.23% | +291.42% | |
| 26 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.07% | -1.92% | +14.30% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.99% | — | -4.65% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.98% | — | +3.19% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | -1.52% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.88% | — | -2.92% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.86% | — | -6.06% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.82% | — | -9.48% | |
| 33 | BALL | Ball CORP | 株式-一般消費財 | 0.75% | — | -1.58% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | -0.01% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.68% | — | -17.07% | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.66% | — | -3.26% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.63% | — | -0.65% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.59% | — | +1.32% | |
| 39 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.51% | — | -27.94% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | -4.61% | |
| 41 | KSUEUR | Kansas City Southern | 株式-その他 | 0.48% | — | -5.62% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.46% | -0.05% | -12.45% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.44% | — | +0.40% | |
| 44 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.41% | — | -4.80% | |
| 45 | MTZ | Mastec INC | 株式-資本財 | 0.40% | +0.04% | +1.52% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | +43.49% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -0.88% | |
| 48 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.35% | — | +13.62% | |
| 49 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 0.32% | — | -3.69% | |
| 50 | LKQ | Lkq CORP | 株式-一般消費財 | 0.32% | — | +35.84% |