CIK: 0001906003
申告総資産額
$1.5億
| # | 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 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.63% | -0.14% | +20.29% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.33% | -0.13% | +16.35% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.45% | — | +30.01% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.53% | — | +13.92% | |
| 5 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 5.37% | +0.05% | -47.61% | |
| 6 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 4.88% | — | +39.03% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.54% | -0.07% | +21.70% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.39% | — | +14.03% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.16% | — | +6.08% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.04% | — | -44.64% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.92% | — | +23.49% | |
| 12 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.92% | -0.10% | +8.26% | |
| 13 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 2.80% | — | +5.40% | |
| 14 | OIH | Vaneck Oil Services ETF | ETF-その他 | 2.76% | +0.19% | +13.14% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.36% | — | -49.03% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.36% | — | -53.93% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.19% | — | -39.55% | |
| 18 | FTAG | First Trust Indxx Global Agr | ETF-その他 | 2.03% | — | +22.13% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.98% | — | -44.35% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.58% | — | +1.41% | |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.47% | -0.02% | +50.62% | |
| 22 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.34% | — | +1.95% | |
| 23 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.32% | +0.07% | -2.86% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.19% | — | +3.29% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.13% | — | -29.89% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.07% | — | +7.04% | |
| 27 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.86% | +0.10% | +39.90% | |
| 28 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.81% | — | — | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | -0.31% | +0.57% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -5.95% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.76% | -0.08% | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.72% | — | -24.97% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.70% | — | — | |
| 34 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.63% | +0.22% | +73.17% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +27.28% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.08% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +0.30% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | -59.01% | |
| 39 | VEGI | Ishares Msci Agriculture Pro | ETF-その他 | 0.54% | — | +14.73% | |
| 40 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.52% | — | -16.51% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.49% | +0.17% | NEW | |
| 42 | BUG | Global X Cybersecurity ETF | ETF-その他 | 0.47% | — | +54.52% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | +4.11% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.43% | — | -9.07% | |
| 45 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.41% | — | +25.93% | |
| 46 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | — | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.36% | — | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.36% | — | +1.35% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | — | -5.65% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.35% | -0.24% | — |