CIK: 0001948622
申告総資産額
$2.5億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 43.37% | -2.66% | +23.79% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 7.37% | -4.81% | -4.42% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.87% | -1.30% | +48.60% | |
| 4 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 3.77% | +1.08% | — | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.69% | -0.86% | — | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 3.19% | -0.80% | -3.02% | |
| 7 | IGOV | Ishares International Treasu | ETF-その他 | 3.18% | -0.03% | — | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.82% | -0.18% | -12.51% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.51% | -2.57% | +1.55% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 2.50% | -0.02% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | -5.15% | +0.21% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.30% | -2.52% | +1.88% | |
| 13 | EBND | State Street Spdr Bloomberg | ETF-その他 | 2.17% | +0.74% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.78% | -1.75% | -53.20% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.64% | -0.33% | -5.14% | |
| 16 | CCJ | Cameco CORP | 株式-エネルギー | 1.60% | -0.57% | +11.76% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.30% | -0.33% | +0.43% | |
| 18 | VDE | Vanguard Energy ETF | ETF-その他 | 1.19% | +0.64% | -31.60% | |
| 19 | ET | Energy Transfer LP | 株式-エネルギー | 1.05% | — | -4.82% | |
| 20 | RRC | Range Resources CORP | 株式-エネルギー | 0.96% | — | -40.28% | |
| 21 | 8LP1 | Vital Energy INC | 株式-その他 | 0.76% | — | -15.95% | |
| 22 | WFRD | Weatherford International plc | 株式-エネルギー | 0.76% | — | +18.46% | |
| 23 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.61% | -0.17% | EXIT | |
| 24 | VLO | Valero Energy CORP | 株式-エネルギー | 0.53% | -1.10% | +0.68% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.47% | EXIT | |
| 27 | ASML | ASML Holding N.V. | 株式-IT | 0.33% | — | — | |
| 28 | YPF | Ypf S.a.-sponsored Adr | 株式-その他 | 0.32% | — | — | |
| 29 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.23% | — | -42.19% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.21% | — | +1048.53% | |
| 31 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.17% | +0.17% | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.17% | — | — | |
| 33 | SD | Sandridge Energy INC | 株式-その他 | 0.13% | — | -23.62% | |
| 34 | BTU | Peabody Energy CORP | 株式-エネルギー | 0.12% | — | +16.98% |