CIK: 0001767340
申告総資産額
$4.8億
上位200銘柄を表示中（全724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 | 6.26% | +0.90% | -8.96% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-その他 | 5.54% | -0.68% | +5.13% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.51% | +0.33% | +0.49% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.32% | +0.01% | +3.19% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.41% | -0.07% | +3.00% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.00% | -0.21% | +25.35% | |
| 7 | XLSR | Ss US Sector Rotation | ETF-その他 | 3.29% | -0.07% | -10.09% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.25% | -1.21% | +4.41% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.05% | -0.08% | +7.39% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.59% | +0.21% | -1.74% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.46% | -0.02% | +5.21% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.08% | +0.90% | +393.66% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.03% | -0.93% | -15.54% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | +0.01% | +4.20% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.71% | +0.03% | -10.23% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.53% | -0.27% | EXIT | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.41% | — | +4.34% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.35% | +0.14% | +45.65% | |
| 19 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.31% | — | -18.02% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | — | +5.76% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.20% | — | +11.60% | |
| 22 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.19% | — | +9.56% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.18% | — | +7.37% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.99% | +0.09% | +9.38% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.95% | — | -8.16% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | +9.24% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | +0.34% | -19.44% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.77% | — | +9.14% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.76% | — | -20.01% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | — | +0.02% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | +0.15% | +13.39% | |
| 32 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-その他 | 0.70% | — | +865.42% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.12% | +25.75% | |
| 34 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.69% | — | -10.60% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | +0.09% | +13.73% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.64% | — | +0.26% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.64% | +0.07% | +33.00% | |
| 38 | CTAS | Cintas CORP | 株式-資本財 | 0.57% | — | — | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | -0.14% | +5.48% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | +17.69% | |
| 41 | DELL | Dell Technologies -c | 株式-IT | 0.47% | — | +14.48% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.40% | +0.09% | +12.54% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +13.37% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.38% | — | +9.18% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | — | +38.89% | |
| 46 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 0.35% | — | +13.66% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -1.58% | |
| 48 | PH | Parker Hannifin CORP | 株式-資本財 | 0.34% | — | +14.51% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.33% | — | +11.34% | |
| 50 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.33% | — | +18.31% |