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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 10.50% | — | -4.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.56% | — | -5.97% | |
| 3 | XLF | Ss Financial Select Sector | ETF-その他 | 3.98% | — | -9.97% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 3.95% | — | +8.33% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.84% | +0.63% | -14.29% | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.84% | +0.80% | -10.36% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.80% | -0.86% | -9.01% | |
| 8 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 3.77% | — | +6.69% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.77% | +6.76% | NEW | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.76% | +0.11% | — | |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 3.75% | — | -6.07% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.63% | — | -8.00% | |
| 13 | FLQM | Franklin U.s. Mid Cap Multif | ETF-その他 | 3.50% | +0.18% | -6.53% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.20% | — | +100.06% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.56% | -0.77% | EXIT | |
| 16 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.33% | -0.12% | — | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.32% | -0.01% | -15.80% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.99% | -1.56% | EXIT | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.93% | +0.02% | — | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.86% | — | +3.55% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.80% | — | -2.45% | |
| 22 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.77% | — | — | |
| 23 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 1.76% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.76% | — | — | |
| 25 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.75% | — | — | |
| 26 | CXSE | Wisdomtree China Ex-st Ow | ETF-新興国市場 | 1.59% | — | -5.66% | |
| 27 | EQIX | Equinix INC | 株式-不動産 | 1.36% | — | — | |
| 28 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.20% | -0.56% | — | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.18% | — | +1.94% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | — | |
| 31 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.97% | — | — | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.89% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | — | — | |
| 34 | INDA | Ishares Msci India ETF | ETF-その他 | 0.78% | — | +7.83% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | +0.04% | -21.51% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.73% | -0.02% | -28.57% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | — | |
| 38 | NEU | Newmarket CORP | 株式-素材 | 0.46% | — | — | |
| 39 | ASEA | Global X Ftse Southeast Asia | ETF-その他 | 0.45% | — | +0.81% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.43% | — | +96.03% | |
| 41 | LVHI | Franklin International Low V | ETF-その他 | 0.42% | -0.68% | — | |
| 42 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.42% | — | — | |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.42% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.32% | — | +53.98% | |
| 46 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.30% | -0.81% | EXIT | |
| 47 | PGR | Progressive CORP | 株式-金融 | 0.29% | — | — | |
| 48 | AGM-A | Federal Agric Mtg Corp-cl A | 株式-その他 | 0.29% | — | — | |
| 49 | AWK | American Water Works Co INC | 株式-公益事業 | 0.25% | — | — | |
| 50 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 0.23% | -0.77% | EXIT |