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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.70% | -0.01% | -0.81% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 7.69% | — | -3.14% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.25% | +0.16% | +5.70% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.70% | -0.15% | -0.80% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 5.36% | -0.10% | -0.20% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.32% | +0.19% | -4.28% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.15% | -0.23% | +1.30% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.31% | +0.06% | +0.46% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 3.70% | — | -2.73% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.79% | +0.03% | +19.97% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.48% | +0.05% | -3.72% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.35% | -0.29% | +67.32% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.16% | -0.26% | -1.18% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.08% | — | -0.30% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.92% | -0.10% | -2.05% | |
| 16 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.91% | — | +6.65% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.71% | — | +10.35% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.61% | — | +8.79% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.43% | — | -4.05% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | -0.13% | +3.78% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.32% | — | +2.69% | |
| 22 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.31% | -1.92% | +20.68% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.31% | — | -3.57% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.25% | -0.10% | -11.04% | |
| 25 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.17% | — | -20.10% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.07% | -0.23% | -4.03% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.02% | — | -2.11% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.02% | — | -0.42% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | -0.10% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | -0.71% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.79% | — | -7.10% | |
| 32 | BALL | Ball CORP | 株式-一般消費財 | 0.74% | — | -2.73% | |
| 33 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.74% | — | -8.89% | |
| 34 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.68% | — | +39.96% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.66% | — | -3.02% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | +4.51% | |
| 37 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.64% | — | +22.34% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.63% | — | +3.88% | |
| 39 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.60% | — | -5.81% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.59% | — | +1.74% | |
| 41 | MTZ | Mastec INC | 株式-資本財 | 0.56% | +0.04% | -5.23% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | -4.05% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -3.00% | |
| 44 | KSUEUR | Kansas City Southern | 株式-その他 | 0.46% | — | -4.89% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -1.09% | |
| 46 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.44% | -0.05% | -2.42% | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.41% | — | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | -4.29% | |
| 49 | LKQ | Lkq CORP | 株式-一般消費財 | 0.36% | — | -0.01% | |
| 50 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.30% | — | -0.67% |