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 | 10.12% | — | +3.51% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.55% | — | +16.89% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.49% | +0.32% | — | |
| 4 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 4.42% | +0.64% | — | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.26% | -0.86% | +7.24% | |
| 6 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 4.21% | -6.09% | EXIT | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 4.21% | +0.63% | +14.06% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 4.14% | -5.98% | EXIT | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.12% | +0.80% | +16.71% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.11% | +6.76% | NEW | |
| 11 | FLQM | Franklin U.s. Mid Cap Multif | ETF-その他 | 4.06% | +0.18% | +22.00% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.70% | — | +1.41% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.97% | -0.56% | +183.79% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.85% | -0.01% | +19.55% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.82% | -0.12% | +17.06% | |
| 16 | LVHI | Franklin International Low V | ETF-その他 | 2.52% | -0.68% | +537.20% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.51% | — | +202.07% | |
| 18 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.47% | — | -32.50% | |
| 19 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 2.47% | — | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.45% | -0.77% | EXIT | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.08% | +0.02% | +10.63% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.75% | -1.56% | EXIT | |
| 23 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.75% | — | +1.21% | |
| 24 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 1.73% | — | +4.57% | |
| 25 | CXSE | Wisdomtree China Ex-st Ow | ETF-新興国市場 | 1.36% | — | -9.33% | |
| 26 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.10% | -0.81% | EXIT | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.06% | — | -2.80% | |
| 28 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.93% | -0.02% | +37.42% | |
| 29 | INDA | Ishares Msci India ETF | ETF-その他 | 0.93% | — | +18.78% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.84% | +0.04% | +23.49% | |
| 31 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 0.84% | — | — | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.83% | — | +94.40% | |
| 33 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.83% | — | -8.37% | |
| 34 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.81% | -0.26% | EXIT | |
| 35 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 0.80% | — | — | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.79% | — | +300.13% | |
| 37 | ASEA | Global X Ftse Southeast Asia | ETF-その他 | 0.67% | — | +52.98% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.48% | -0.04% | +122.97% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.44% | -0.01% | +116.71% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.41% | — | +102.87% | |
| 41 | IGE | Ishares North American Natur | ETF-その他 | 0.39% | -0.68% | EXIT | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.39% | +0.79% | — | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.36% | -0.26% | — |