CIK: 0001813577
申告総資産額
$4.6億
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 14.18% | +0.30% | +1.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.56% | +0.55% | +4.03% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.47% | -0.21% | -2.73% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.90% | +1.22% | +3.24% | |
| 5 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 6.56% | -0.10% | +1.38% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.59% | +0.18% | +1.61% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.38% | — | -1.33% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.36% | +0.42% | +1.56% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.30% | +0.64% | +1.83% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.35% | -0.19% | +1.39% | |
| 11 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 3.73% | — | +6.01% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 3.13% | -0.58% | +0.46% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 3.00% | -0.08% | +9.20% | |
| 14 | ECH | Ishares Msci Chile ETF | ETF-その他 | 2.76% | -0.16% | +0.96% | |
| 15 | EWM | Ishares Msci Malaysia ETF | ETF-その他 | 2.47% | -0.21% | +2.90% | |
| 16 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 2.46% | -0.37% | +3.95% | |
| 17 | EWP | Ishares Msci Spain ETF | ETF-その他 | 2.30% | +0.09% | +3.65% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.12% | -0.74% | +10.66% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.71% | +0.04% | -5.85% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | +41.42% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.36% | +0.02% | +47.77% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | +0.01% | -3.89% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.26% | +0.07% | +48.39% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.22% | +0.01% | -6.98% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.21% | — | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | +0.72% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | — | +48.02% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | — | -0.59% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.13% | +0.01% | +0.60% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | -0.65% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.10% | — | -1.20% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.10% | — | -0.43% |