CIK: 0001767340
申告総資産額
$4.8億
上位200銘柄を表示中（全710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 | 7.03% | +0.90% | -3.55% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-その他 | 6.02% | -0.68% | -6.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.57% | +0.33% | +1.08% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.53% | +0.01% | +5.27% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.42% | -0.07% | +4.92% | |
| 6 | XLSR | Ss US Sector Rotation | ETF-その他 | 3.78% | -0.07% | -8.64% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.62% | -0.21% | +7.77% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.55% | -1.21% | +136.22% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.21% | -0.08% | +1.79% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.90% | +0.21% | -3.05% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.64% | -0.02% | +5.88% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.56% | -0.93% | +0.43% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.09% | +0.03% | -21.96% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | +0.01% | +9.32% | |
| 15 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.80% | — | -3.63% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.54% | — | +3.14% | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.27% | — | -1.59% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.25% | — | +2.44% | |
| 19 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.25% | — | +0.82% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.23% | — | -0.87% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.14% | +0.09% | -0.23% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | +0.34% | +11.08% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.08% | — | +34.59% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.03% | — | +11740.99% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.98% | — | -4.48% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.14% | +67.26% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.87% | — | +2.29% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.86% | — | +0.02% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.84% | -0.27% | EXIT | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.84% | — | -2.81% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.79% | — | -0.70% | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.73% | — | +2.27% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.15% | +3.23% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.64% | +0.48% | +2.76% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.57% | — | -0.09% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | +0.09% | +8.48% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.55% | +0.07% | -5.09% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.49% | -0.14% | +7.60% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.47% | +0.90% | -47.70% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -0.76% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +39.94% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.34% | +0.12% | +8.53% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | +3.03% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.34% | +0.09% | +3.58% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +3.15% | |
| 46 | DELL | Dell Technologies -c | 株式-IT | 0.31% | — | +3.28% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | -1.73% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.30% | — | +4.85% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.28% | — | +1.28% | |
| 50 | TT | Trane Technologies plc | 株式-資本財 | 0.28% | — | — |