CIK: 0001666910
申告総資産額
$2.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.23% | -0.46% | +3.48% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 10.96% | — | +0.77% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 10.59% | -0.34% | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.90% | +0.01% | +0.67% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 9.41% | +0.05% | +0.82% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.55% | -0.70% | +1.85% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.19% | — | +3.10% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.53% | +0.05% | +266.75% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.94% | — | — | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.92% | — | — | |
| 11 | SH1USD | Proshares Short S&p500 | ETF-その他 | 4.85% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.57% | — | +2.34% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | +0.02% | -81.48% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.74% | +0.04% | -0.05% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.60% | -0.04% | -0.07% | |
| 16 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.57% | — | +79.09% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.34% | — | +0.46% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 0.37% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | +3.7% | +266.75% | 増加 |
| 2 | IAUUSD | Ishares Gold Trust | +0.5% | +79.09% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -81.48% | 減少 |
| 4 | SUB | Ishares Short-term National | -0.2% | — | 変化なし |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -0.07% | 減少 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +2.34% | 増加 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -0.05% | 減少 |
| 8 | VGT | Vanguard Info Tech ETF | -0.4% | +3.10% | 増加 |
| 9 | BIV | Vanguard Intermediate-term B | -0.5% | +0.46% | 増加 |
| 10 | IWF | Ishares Russell 1000 Growth | -0.9% | +1.85% | 増加 |
| 11 | IWV | Ishares Russell 3000 ETF | -1.9% | — | 変化なし |
| 12 | IVV | Ishares Core S&p 500 ETF | -2.1% | +3.48% | 増加 |
| 13 | MINT | Pimco Enhanced Short Maturit | -3.6% | +0.82% | 増加 |
| 14 | JPST | Jpmorgan Ultra-short Income | -3.9% | +0.67% | 増加 |
| 15 | SPSB | Ss Spdr P St C CORP ETF | -4.1% | +0.77% | 増加 |
| 16 | VB | Vanguard Small-cap ETF | — | NEW | 新規購入 |
| 17 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 18 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | — | EXIT | 全売却 |