CIK: 0001846532
申告総資産額
$10.4億
| # | 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.23% | — | +10.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.82% | -0.02% | -2.08% | |
| 3 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 4.26% | — | -1.56% | |
| 4 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 4.18% | — | +21.17% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.00% | — | +0.97% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.94% | — | +7.26% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.39% | — | +5.22% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.76% | — | -2.52% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.70% | +0.22% | +54.91% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.10% | — | +9.29% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.09% | +0.04% | +7.17% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.94% | — | -10.19% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.73% | — | -0.75% | |
| 14 | PKE | Park Aerospace CORP | 株式-その他 | 1.66% | — | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.59% | — | -1.14% | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.58% | — | +42.86% | |
| 17 | TFX | Teleflex INC | 株式-ヘルスケア | 1.54% | — | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.53% | — | +5.73% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.44% | — | +4.62% | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.37% | — | +3.19% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.34% | — | +7.31% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.31% | — | -0.61% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.27% | — | -6.53% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.22% | — | +1.13% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.21% | — | +16.92% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | — | +0.78% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.03% | — | -3.08% | |
| 28 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.90% | — | +2.72% | |
| 29 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.88% | — | — | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.88% | — | +5.64% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | -5.31% | |
| 32 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.82% | — | +109.73% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.82% | — | — | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.82% | — | +3.91% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.82% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +0.61% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 38 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.78% | — | +4.06% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.75% | — | +0.76% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.73% | — | +0.42% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.71% | — | — | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.11% | +9.79% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | -1.09% | |
| 44 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.62% | — | +5.69% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.60% | — | -0.44% | |
| 46 | REET | Ishares Global Reit ETF | ETF-その他 | 0.58% | — | +3.88% | |
| 47 | CECO | Ceco Environmental CORP | 株式-その他 | 0.56% | — | — | |
| 48 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.54% | — | +2.87% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.52% | — | +145.71% | |
| 50 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 0.51% | — | +6.53% |