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 | 9.79% | -0.01% | -1.73% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 6.63% | +0.19% | +1.75% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.36% | +0.46% | -0.53% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.69% | +0.12% | -1.20% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.58% | -0.15% | +0.61% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.75% | -0.23% | +7.44% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 3.84% | -0.26% | +1.13% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.27% | +0.05% | +0.41% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.22% | +0.23% | NEW | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.15% | — | +3.43% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.76% | — | -0.45% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.45% | — | -2.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.10% | +0.03% | +6.39% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.10% | -0.10% | +4.09% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.91% | +0.06% | -3.10% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.86% | +0.13% | +219.82% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.67% | -0.23% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.65% | +0.16% | -6.38% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.62% | -0.10% | -0.99% | |
| 20 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.49% | — | -2.40% | |
| 21 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.45% | — | -2.66% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.42% | — | -0.68% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.26% | — | -1.64% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.24% | — | -1.98% | |
| 25 | OPPE | Wisdomtree European Opport | ETF-その他 | 1.14% | — | -0.90% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | — | -0.55% | |
| 27 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.93% | — | -1.57% | |
| 28 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.83% | +0.04% | +0.98% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.15% | -6.85% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.76% | — | +0.01% | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.72% | — | -3.24% | |
| 32 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.71% | — | -0.58% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.69% | — | -3.62% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.68% | -0.10% | +13.07% | |
| 35 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.63% | -1.92% | -2.13% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.63% | — | -0.67% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | +0.58% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.58% | — | -0.54% | |
| 39 | CI | THE Cigna Group | 株式-ヘルスケア | 0.53% | -0.04% | -1.13% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.51% | — | -1.50% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -0.40% | |
| 42 | LKQ | Lkq CORP | 株式-一般消費財 | 0.50% | — | -1.73% | |
| 43 | TKR | Timken Co | 株式-資本財 | 0.49% | +0.03% | -2.32% | |
| 44 | FDM | First Trust Dow J Select Mic | ETF-その他 | 0.47% | — | -0.38% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | — | — | |
| 46 | VNT | Vontier CORP | 株式-IT | 0.40% | — | -0.82% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | -0.87% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | -0.13% | -3.23% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.38% | — | +1.34% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | -0.85% |