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 | 8.25% | -0.01% | -0.46% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.68% | -0.29% | +2.94% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.05% | +0.46% | +5.26% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.97% | +0.12% | +12.12% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.49% | +0.19% | -6.77% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.30% | -0.23% | +4.67% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.07% | -0.15% | -4.76% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.82% | +0.16% | +9.25% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.90% | +0.05% | +3.47% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.86% | -0.26% | -12.27% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.84% | +0.03% | +20.84% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.32% | +0.13% | +6.81% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.17% | — | +0.54% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.94% | +0.13% | +508.52% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.80% | — | -1.03% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.78% | — | -5.53% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.72% | +0.01% | -16.38% | |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.47% | +0.06% | +3.33% | |
| 19 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.44% | -1.92% | +95.68% | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 1.41% | -0.51% | — | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.36% | -0.10% | -9.00% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.26% | — | -0.94% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.16% | -0.15% | +229.33% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.14% | +0.16% | +27.22% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.11% | -0.10% | -9.12% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.06% | -0.23% | -64.40% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.05% | — | -8.25% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.00% | — | -0.52% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.91% | — | -4.27% | |
| 30 | OPPE | Wisdomtree European Opport | ETF-その他 | 0.86% | — | -1.81% | |
| 31 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.84% | — | +3.83% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.83% | — | -11.63% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | -8.24% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.80% | +0.15% | +13.08% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | +0.05% | -2.43% | |
| 36 | FISV | Fiserv INC | 株式-その他 | 0.63% | — | -1.90% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.62% | — | +6.40% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.60% | +0.04% | -1.09% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | -38.10% | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.59% | — | -4.24% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.57% | — | -15.80% | |
| 42 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.49% | — | -2.88% | |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.47% | -0.17% | — | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.46% | -0.16% | +3.13% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | -15.68% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.13% | -41.93% | |
| 47 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.42% | +0.02% | +49.25% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.38% | — | -13.36% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.38% | — | -21.78% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.38% | — | -2.59% |