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 | 12.58% | -0.46% | +1.13% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.77% | -0.34% | -1.60% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.95% | +0.05% | +0.56% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.62% | -0.70% | -4.44% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.99% | +0.05% | +0.31% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.97% | +0.01% | +0.62% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.53% | +0.05% | +0.30% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 5.15% | +0.03% | -1.13% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.65% | — | +0.28% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.95% | — | +1.66% | |
| 11 | PSQUSD | Proshares Short Qqq | ETF-その他 | 3.76% | — | +0.69% | |
| 12 | SH1USD | Proshares Short S&p500 | ETF-その他 | 3.75% | — | +0.50% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.34% | +0.02% | +6.71% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | — | +14.95% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.42% | +0.02% | — | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.74% | +0.01% | -1.01% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.70% | +0.04% | -2.85% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.60% | -0.04% | -2.39% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.60% | — | +5.05% | |
| 20 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.58% | -0.01% | +0.44% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.34% | — | +49.10% | |
| 22 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.24% | — | +0.38% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.23% | +0.03% | +1.57% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.19% | — | +5.17% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.10% | +0.01% | -0.19% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.03% | -0.01% | +0.78% | |
| 27 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.96% | +0.02% | +4.72% | |
| 28 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.48% | — | — | |
| 29 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.31% | +0.22% | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.08% | -7.70% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | — | -1.60% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.02% | -2.85% |