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 | 8.97% | -0.01% | -3.59% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 6.45% | -0.15% | -0.02% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 6.10% | +0.19% | +5.77% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.42% | -0.23% | +0.91% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 4.39% | -0.10% | -0.13% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.74% | +0.06% | +1.14% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.68% | +0.16% | -16.53% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 3.40% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.30% | +0.03% | +2.66% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 3.30% | -0.26% | +4.73% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.54% | — | +7.29% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.51% | +0.05% | -3.75% | |
| 13 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 2.49% | — | +0.29% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.37% | — | +10.18% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.16% | — | +20.33% | |
| 16 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.03% | +0.23% | NEW | |
| 17 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.75% | — | +0.36% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.69% | -0.29% | -40.27% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.59% | — | +1.45% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.42% | — | +53.64% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.38% | — | — | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.29% | — | +9.06% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.26% | -0.23% | -1.09% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | -0.13% | -15.20% | |
| 25 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.23% | — | +2.40% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.22% | -0.10% | -1.33% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.18% | -0.10% | -8.20% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.12% | — | -1.34% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.04% | — | -0.79% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | — | -6.64% | |
| 31 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.81% | — | -1.46% | |
| 32 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.80% | — | +10.84% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.80% | — | +15.02% | |
| 34 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.80% | — | +0.75% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.70% | — | -2.34% | |
| 36 | FDM | First Trust Dow J Select Mic | ETF-その他 | 0.68% | — | +30.73% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | -0.06% | EXIT | |
| 38 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.63% | — | -0.02% | |
| 39 | BALL | Ball CORP | 株式-一般消費財 | 0.61% | — | -8.59% | |
| 40 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.61% | -1.92% | -25.16% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.58% | +0.46% | +17.33% | |
| 42 | FISV | Fiserv INC | 株式-その他 | 0.57% | — | -8.64% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +34.79% | |
| 44 | LKQ | Lkq CORP | 株式-一般消費財 | 0.54% | — | -4.91% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.51% | — | +11.44% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.45% | — | -14.47% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | -1.47% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.39% | — | +99.91% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.38% | -0.04% | -8.04% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | -7.35% |