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 | 35.49% | -2.66% | -5.36% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 8.34% | -4.81% | +36.79% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.01% | -1.30% | +42.57% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.29% | -5.15% | +118.72% | |
| 5 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 4.25% | +1.08% | +34.47% | |
| 6 | IGOV | Ishares International Treasu | ETF-その他 | 3.72% | -0.03% | +23.62% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.60% | -0.86% | +6.47% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.18% | -0.18% | +26.19% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 3.13% | -0.80% | +7.28% | |
| 10 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 3.04% | -2.57% | +30.11% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.00% | -2.52% | +31.99% | |
| 12 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 2.64% | -0.02% | +15.02% | |
| 13 | EBND | State Street Spdr Bloomberg | ETF-その他 | 2.55% | +0.74% | +27.23% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.19% | -1.75% | +28.50% | |
| 15 | CCJ | Cameco CORP | 株式-エネルギー | 1.94% | -0.57% | -22.34% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.33% | +33.72% | |
| 17 | VDE | Vanguard Energy ETF | ETF-その他 | 0.97% | +0.64% | +2.58% | |
| 18 | VLO | Valero Energy CORP | 株式-エネルギー | 0.92% | -1.10% | +99.24% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.77% | -0.33% | -45.20% | |
| 20 | ET | Energy Transfer LP | 株式-エネルギー | 0.68% | — | -22.97% | |
| 21 | RRC | Range Resources CORP | 株式-エネルギー | 0.62% | — | -26.11% | |
| 22 | WFRD | Weatherford International plc | 株式-エネルギー | 0.54% | — | -12.67% | |
| 23 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.53% | -0.63% | EXIT | |
| 24 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.45% | -0.72% | EXIT | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.47% | EXIT | |
| 27 | AR | Antero Resources CORP | 株式-エネルギー | 0.33% | -0.32% | EXIT | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.30% | -0.25% | EXIT | |
| 29 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.25% | -0.41% | EXIT | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.21% | +0.17% | +48.99% | |
| 31 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.19% | -0.17% | EXIT | |
| 32 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.19% | -0.39% | EXIT | |
| 33 | AAPL | Apple INC | 株式-IT | 0.17% | -0.37% | EXIT | |
| 34 | EZA | Ishares Msci South Africa Et | ETF-その他 | 0.17% | -0.24% | EXIT | |
| 35 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.16% | -0.28% | EXIT | |
| 36 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.15% | -0.27% | EXIT | |
| 37 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.14% | -0.17% | EXIT | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.14% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.19% | EXIT | |
| 40 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.12% | -0.15% | EXIT | |
| 41 | ASML | ASML Holding N.V. | 株式-IT | 0.12% | — | -66.93% |