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 | 12.02% | -0.46% | -0.35% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.53% | -0.34% | -0.59% | |
| 3 | PSQUSD | Proshares Short Qqq | ETF-その他 | 7.29% | — | — | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.89% | +0.05% | +0.73% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.47% | — | +2.26% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.16% | -0.70% | -3.09% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.11% | +0.01% | +1.48% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.81% | +0.05% | +0.50% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.68% | +0.05% | +1.84% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.60% | — | +0.57% | |
| 11 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 4.29% | — | -0.44% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 4.01% | +0.01% | +0.48% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.19% | — | +2.44% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.16% | +0.02% | +3.29% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | — | +0.39% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.56% | -0.01% | -0.20% | |
| 17 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.54% | -0.01% | -0.92% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.46% | +0.04% | -0.09% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.33% | -0.04% | -0.24% | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.27% | +0.03% | -0.79% | |
| 21 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.18% | — | +0.43% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.12% | — | +0.88% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.11% | +0.01% | +1.30% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.94% | — | +247.87% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.90% | +0.02% | — | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.26% | +0.01% | -2.55% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | +0.02% | — |