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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.16% | -0.29% | +146.69% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.86% | -0.01% | +2.06% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.95% | +0.46% | +4.01% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.70% | +0.19% | -3.95% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.15% | +0.12% | -7.67% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.63% | -0.15% | +0.65% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.53% | -0.23% | -0.32% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.61% | +0.13% | +1.24% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.59% | +0.16% | +22.93% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 3.10% | -0.26% | -0.19% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.73% | +0.05% | +2.21% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.50% | +0.03% | +12.54% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.37% | — | +2.44% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.15% | — | -2.36% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.12% | — | +2.45% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.76% | -0.10% | +3.09% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.60% | +0.06% | +0.39% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.52% | -0.10% | +6.77% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.35% | -0.23% | -17.09% | |
| 20 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.30% | — | -0.53% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.29% | +0.01% | +37.72% | |
| 22 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.20% | — | -1.05% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.14% | — | +4.91% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.05% | — | +2.41% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.01% | — | -2.65% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | -0.41% | |
| 27 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.84% | — | +9.71% | |
| 28 | OPPE | Wisdomtree European Opport | ETF-その他 | 0.82% | — | -7.38% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.13% | +52.68% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.74% | — | -1.71% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | — | +45.43% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | +0.15% | -0.33% | |
| 33 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.65% | — | +9.83% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.64% | — | +276.49% | |
| 35 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.63% | +0.04% | -12.52% | |
| 36 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.58% | -1.92% | -5.58% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | — | -1.72% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +5.57% | |
| 39 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.52% | — | +0.24% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.49% | — | -0.36% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.47% | -0.15% | +40.35% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.47% | -0.10% | -5.20% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +0.93% | |
| 44 | CI | THE Cigna Group | 株式-ヘルスケア | 0.44% | -0.04% | -0.82% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.44% | — | +1.16% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | +0.05% | +52.80% | |
| 47 | TKR | Timken Co | 株式-資本財 | 0.37% | +0.03% | +1.08% | |
| 48 | PBH | Prestige Consumer Healthcare | 株式-ヘルスケア | 0.34% | — | +5.27% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | — | — | |
| 50 | BALL | Ball CORP | 株式-一般消費財 | 0.33% | — | -2.52% |