CIK: 0001730456
申告総資産額
$3.7億
| # | 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 10.71% | -1.19% | +6.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 9.70% | +0.22% | -5.06% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 9.05% | -0.58% | +3.63% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 8.51% | -0.79% | +29.05% | |
| 5 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 7.38% | +0.75% | -2.53% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 6.26% | -0.79% | -4.45% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.22% | -0.09% | +1.06% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.90% | -0.14% | +25.42% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.28% | -0.44% | +3.94% | |
| 10 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 5.12% | -0.28% | +12.19% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.99% | +0.02% | +23.36% | |
| 12 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.47% | +2.66% | +0.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.75% | -0.54% | -4.40% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.49% | -0.24% | +8.32% | |
| 15 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 2.26% | -0.18% | +11.62% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.85% | -0.15% | -1.27% | |
| 17 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.71% | +0.05% | +11.18% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.54% | -0.10% | +29.96% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.14% | +3.06% | — | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.69% | EXIT | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.62% | -0.62% | EXIT | |
| 22 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.51% | +0.03% | +14.97% | |
| 23 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.43% | -0.02% | +18.00% | |
| 24 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.35% | -0.03% | +26.63% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.35% | -0.04% | -1.07% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | +0.02% | +5.50% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.28% | — | -0.37% | |
| 28 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 0.26% | -0.26% | EXIT | |
| 29 | HAS | Hasbro INC | 株式-一般消費財 | 0.23% | -0.12% | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.07% | -36.81% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.13% | -0.03% | +28.59% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | -0.04% | +0.04% | |
| 33 | GRNB | Vaneck Green Bond ETF | ETF-その他 | 0.12% | -0.03% | -4.10% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.09% | EXIT | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | — |