CIK: 0001767340
申告総資産額
$4.8億
上位200銘柄を表示中（全680銘柄）
| # | 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 | 7.69% | +0.90% | +36.62% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-その他 | 7.12% | -0.68% | +0.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.36% | +0.33% | +0.07% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.21% | +0.01% | -1.12% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-その他 | 4.55% | -0.07% | -3.92% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.36% | -0.07% | -3.98% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.47% | -0.08% | -0.37% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.28% | -0.21% | +18.06% | |
| 9 | SPEU | State Street Spdr Portfolio | ETF-その他 | 2.67% | — | +28.19% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.64% | -0.93% | -38.41% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.58% | -0.02% | +3.18% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.43% | -0.27% | EXIT | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.28% | +0.21% | +57.25% | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.95% | — | +8.96% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.68% | +0.01% | +0.78% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.62% | — | -0.99% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.56% | -1.21% | -32.78% | |
| 18 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.32% | — | +5.33% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.29% | — | +2.86% | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.28% | — | +5.24% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.24% | +0.03% | -34.16% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.23% | +0.09% | +1.09% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.21% | — | -7.40% | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.05% | — | +0.13% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.04% | — | -1.60% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.97% | +0.90% | +174.59% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | +0.34% | +0.70% | |
| 28 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.87% | — | +1.56% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.86% | — | +4.44% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.82% | — | +0.96% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.81% | +0.48% | -28.02% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.81% | — | +43.46% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.70% | — | +0.63% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.65% | +0.07% | -1.50% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.15% | -3.81% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.53% | -0.14% | -0.05% | |
| 37 | CTAS | Cintas CORP | 株式-資本財 | 0.50% | — | -5.11% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | +0.09% | -2.32% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -4.70% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.35% | — | +2.33% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | -0.89% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -8.09% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.33% | +0.09% | +0.76% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.33% | — | +30.38% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.30% | — | +10.20% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | -2.51% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.28% | — | +0.17% | |
| 48 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.28% | — | -2.94% | |
| 49 | MCHP | Microchip Technology INC | 株式-IT | 0.27% | — | +1.45% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.26% | — | +3.10% |