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 | 8.20% | -0.01% | +3.69% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 6.29% | — | -1.26% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.00% | +0.16% | +4.86% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.65% | -0.15% | +2.25% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.44% | +0.19% | +2.33% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.39% | -0.23% | +13.22% | |
| 7 | GSY | Invesco Ultra Short Duration | ETF-その他 | 5.36% | -0.10% | +8.48% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.13% | +0.06% | +1.28% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 3.55% | — | +1.57% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.99% | +0.03% | +11.51% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.78% | -0.29% | +34.19% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.51% | +0.05% | +1.23% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.48% | -0.26% | +9.91% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.18% | — | +7.73% | |
| 15 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.96% | — | +3.42% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.87% | — | +7.90% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.86% | -0.10% | +5.18% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.71% | — | +14.53% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.55% | — | +7.19% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.13% | +2.55% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.40% | — | +8.23% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.26% | — | +0.22% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.16% | -0.10% | -1.75% | |
| 24 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.15% | — | -3.59% | |
| 25 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.07% | -1.92% | -4.77% | |
| 26 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.01% | — | +0.22% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.00% | — | +1.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | -0.89% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.89% | -0.23% | -2.73% | |
| 31 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.88% | — | +13.27% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.84% | — | +18.04% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.73% | — | -4.15% | |
| 34 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.68% | — | -2.51% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.65% | — | +4.26% | |
| 36 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.64% | — | +1.75% | |
| 37 | BALL | Ball CORP | 株式-一般消費財 | 0.59% | — | -4.44% | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.59% | — | -1.56% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.57% | — | -7.19% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +21.11% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -10.33% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +1.11% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.44% | — | +4.62% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.43% | — | +11.01% | |
| 45 | LKQ | Lkq CORP | 株式-一般消費財 | 0.41% | — | +2.81% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | -0.06% | EXIT | |
| 47 | FDM | First Trust Dow J Select Mic | ETF-その他 | 0.36% | — | +44.99% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.35% | — | +19.20% | |
| 49 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.34% | -0.05% | -21.89% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.32% | — | -0.00% |