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 | 9.04% | -0.01% | +1.54% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.94% | +0.19% | -1.03% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.51% | -0.15% | -10.96% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.48% | -0.23% | -0.84% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.73% | -0.10% | -16.05% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.62% | +0.06% | +6.80% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 3.56% | +0.46% | +501.61% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 3.24% | — | -0.09% | |
| 9 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 3.09% | -0.26% | -2.88% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.06% | +0.05% | +23.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.05% | +0.03% | -4.07% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.84% | +0.16% | -21.53% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.81% | +0.23% | NEW | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.34% | — | +5.98% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.29% | — | +0.55% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.28% | — | -3.44% | |
| 17 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 2.21% | — | -7.37% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.11% | — | +26.10% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.61% | — | +4.55% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.54% | -0.29% | -3.89% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.27% | -0.23% | — | |
| 22 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.27% | — | +52.97% | |
| 23 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.22% | — | +3.12% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.19% | -0.10% | -0.92% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.17% | — | -5.03% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | — | +9.13% | |
| 27 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.08% | — | +36.75% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.06% | — | -3.51% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.87% | — | +79.02% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | — | -37.22% | |
| 31 | FDM | First Trust Dow J Select Mic | ETF-その他 | 0.83% | — | +27.33% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.82% | -0.10% | -31.46% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.80% | — | -38.34% | |
| 34 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.79% | — | +3.26% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.13% | -36.42% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | — | -19.97% | |
| 37 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.69% | -1.92% | +4.56% | |
| 38 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.60% | — | -0.34% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | -0.06% | EXIT | |
| 40 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.58% | — | -2.56% | |
| 41 | BALL | Ball CORP | 株式-一般消費財 | 0.58% | — | -0.23% | |
| 42 | FISV | Fiserv INC | 株式-その他 | 0.56% | — | -1.69% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +0.28% | |
| 44 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.51% | +0.02% | +92.03% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.45% | — | +9.75% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.44% | — | +25.79% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.44% | -0.04% | +8.22% | |
| 48 | LKQ | Lkq CORP | 株式-一般消費財 | 0.42% | — | +0.79% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | +0.15% | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | — |