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 | 11.90% | -0.46% | -0.40% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.53% | -0.34% | -0.06% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.27% | +0.05% | +0.24% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.80% | — | +1.78% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.48% | +0.01% | +0.86% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.18% | -0.70% | -0.74% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 6.02% | +0.05% | +1.23% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.66% | +0.05% | -0.86% | |
| 9 | PSQUSD | Proshares Short Qqq | ETF-その他 | 4.95% | — | -37.59% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.64% | — | -1.10% | |
| 11 | SH1USD | Proshares Short S&p500 | ETF-その他 | 4.64% | — | — | |
| 12 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 4.34% | — | +0.55% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.18% | — | +0.14% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.09% | +0.02% | -2.11% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | — | -0.63% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.63% | -0.01% | +0.57% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.62% | +0.04% | -0.93% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.60% | -0.01% | +0.70% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.32% | +0.03% | -0.36% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.32% | -0.04% | -0.88% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.16% | +0.01% | — | |
| 22 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.11% | — | -2.40% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.11% | — | -0.66% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.96% | — | -1.13% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.93% | +0.02% | +0.27% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.25% | +0.01% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.08% | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.02% | +10.86% |