CIK: 0001806628
申告総資産額
$8103.6万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.38% | — | — | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 12.47% | — | +9.06% | |
| 3 | XLE | Ss Energy Select Sector | ETF-その他 | 7.20% | +2.55% | -54.26% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 6.72% | +0.63% | — | |
| 5 | NUAG | Nuveen Enh Yld US Aggr Bnd | ETF-その他 | 4.71% | — | -4.79% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.37% | — | +25.06% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.15% | — | +20.02% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.36% | — | -82.40% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.21% | — | -10.38% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.14% | +0.79% | +12.61% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.11% | -0.01% | -3.37% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.94% | — | +1.42% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.90% | -1.56% | EXIT | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.85% | +0.32% | -9.70% | |
| 15 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 2.82% | +1.47% | NEW | |
| 16 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 2.63% | — | +1.49% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 2.59% | — | — | |
| 18 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 2.57% | — | +1.25% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.38% | — | — | |
| 20 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 2.18% | — | -1.57% | |
| 21 | CXSE | Wisdomtree China Ex-st Ow | ETF-新興国市場 | 1.67% | — | — | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.44% | — | -31.70% | |
| 23 | INDA | Ishares Msci India ETF | ETF-その他 | 0.94% | — | — | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.62% | — | -79.75% | |
| 25 | OUSA | Alps Oshares US Quality Divi | ETF-その他 | 0.59% | — | — | |
| 26 | ASEA | Global X Ftse Southeast Asia | ETF-その他 | 0.57% | — | — | |
| 27 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.57% | — | -11.93% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.56% | — | — | |
| 29 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.43% | — | +9.11% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.38% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.37% | -5.98% | EXIT | |
| 32 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.36% | -0.81% | EXIT | |
| 33 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.32% | -0.04% | -18.31% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.21% | — | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.21% | — | — | |
| 36 | BIRDGBP | Allbirds Inc-cl A | 株式-その他 | 0.06% | — | — |