CIK: 0001767340
申告総資産額
$4.8億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 5.37% | +0.33% | -6.08% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-その他 | 5.23% | -0.68% | -4.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.89% | +0.01% | +3.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.67% | +0.90% | -15.70% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.56% | -0.21% | +4.90% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.18% | -0.07% | -1.39% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.58% | -1.21% | -24.22% | |
| 8 | XLSR | Ss US Sector Rotation | ETF-その他 | 3.11% | -0.07% | -8.56% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.00% | +0.21% | -13.30% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.82% | -0.08% | -3.39% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.34% | -0.02% | -2.24% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.31% | +0.90% | +131.97% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | +0.01% | +3.22% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.70% | -0.93% | +4.60% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.61% | +0.14% | +3.99% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.60% | +0.09% | +15.32% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.49% | -0.27% | EXIT | |
| 18 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.30% | — | +2.53% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.30% | — | -1.75% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.21% | — | +1.02% | |
| 21 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.17% | — | +4.77% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.14% | — | +4.25% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.14% | — | +1.07% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.12% | -10.41% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.11% | +0.03% | -8.41% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.03% | — | +10.97% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | +0.15% | -0.67% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | -6.61% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.87% | — | — | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.86% | +0.07% | -1.95% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.09% | +1.74% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.34% | -5.75% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.77% | — | +1.15% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.72% | — | -7.05% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.71% | +0.09% | +25.02% | |
| 36 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-その他 | 0.70% | — | +3.33% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.69% | -0.14% | +22.83% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.66% | — | -0.23% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.65% | — | +1.16% | |
| 40 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-その他 | 0.60% | — | — | |
| 41 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 0.59% | — | -1.19% | |
| 42 | CTAS | Cintas CORP | 株式-資本財 | 0.57% | — | -0.41% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | -7.78% | |
| 45 | DFSD | Dimensional Short Duration | ETF-その他 | 0.54% | +0.13% | +7.11% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | — | +1.26% | |
| 47 | DELL | Dell Technologies -c | 株式-IT | 0.50% | — | +8.27% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.45% | — | +6.28% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.44% | — | +11.37% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | -2.05% |