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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.57% | +0.90% | -5.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.75% | +0.01% | -5.34% | |
| 3 | FISR | Ss Fi Sector Rotation | ETF-その他 | 4.65% | -0.68% | +31.74% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.51% | +0.33% | -3.96% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.41% | -1.21% | +12.80% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.24% | -0.07% | -5.32% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.97% | -0.93% | +31.77% | |
| 8 | XLSR | Ss US Sector Rotation | ETF-その他 | 2.85% | -0.07% | -4.52% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.35% | +0.21% | -2.63% | |
| 10 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 2.32% | +0.20% | +0.10% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.30% | -0.08% | -0.40% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.09% | -0.02% | -0.28% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.00% | +0.09% | +2.43% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.88% | +0.12% | -1.15% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.65% | +0.14% | -0.94% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.56% | — | -0.22% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.49% | +0.01% | -1.40% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.38% | +0.48% | +1035.50% | |
| 19 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.33% | — | +3.87% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | +0.15% | -5.38% | |
| 21 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-その他 | 1.24% | — | +1.41% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.23% | +0.03% | -23.84% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.17% | — | +3.28% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.08% | — | -3.97% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.05% | — | -0.61% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.01% | — | +0.94% | |
| 27 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-その他 | 0.97% | — | -35.41% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.96% | -0.21% | -11.01% | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.96% | — | -0.25% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | +0.09% | +5.31% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.83% | — | -11.37% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.69% | — | +0.33% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | +0.10% | +10.37% | |
| 34 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.68% | — | +3.08% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.66% | +0.07% | -6.84% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -0.60% | |
| 37 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.64% | — | +0.86% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.62% | +0.06% | +0.15% | |
| 39 | DFSD | Dimensional Short Duration | ETF-その他 | 0.62% | +0.13% | -1.79% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | -2.99% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.61% | +0.09% | -3.83% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | — | -7.81% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | -3.02% | |
| 44 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.55% | — | -4.72% | |
| 45 | CTAS | Cintas CORP | 株式-資本財 | 0.52% | — | — | |
| 46 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.49% | — | -14.42% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | +0.34% | -1.96% | |
| 48 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 0.44% | — | -10.43% | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.43% | — | -0.63% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | -15.23% |