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 | 13.28% | -0.46% | -0.07% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.22% | -0.34% | -0.14% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.93% | -0.70% | -4.55% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.81% | +0.05% | +0.00% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 6.07% | +0.05% | -0.30% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.81% | +0.01% | +0.25% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.48% | +0.05% | +1.20% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 4.88% | +0.03% | -1.27% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.88% | — | +2.75% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.78% | — | -1.16% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.44% | — | +6.90% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.40% | +0.02% | -3.08% | |
| 13 | SH1USD | Proshares Short S&p500 | ETF-その他 | 3.35% | — | -0.76% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.26% | — | +112.45% | |
| 15 | PSQUSD | Proshares Short Qqq | ETF-その他 | 3.16% | — | -0.32% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.35% | +0.02% | +0.44% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.75% | +0.04% | -1.92% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.65% | -0.04% | -2.06% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.55% | -0.01% | +0.37% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.49% | -0.01% | +47.74% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.29% | — | -0.50% | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.18% | +0.03% | -1.03% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.17% | — | +3.07% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.16% | — | -0.89% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.08% | +0.01% | +1.56% | |
| 26 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.92% | +0.02% | -0.49% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.40% | +0.22% | +26.66% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.08% | +20.35% |