CIK: 0001908169
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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.41% | -0.66% | -7.37% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 10.56% | -0.41% | -4.96% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.96% | +0.22% | -2.63% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.74% | +0.10% | -2.54% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.15% | -0.05% | +0.92% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.67% | +0.02% | -2.40% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 6.80% | -0.04% | -2.75% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 6.40% | -0.16% | -2.04% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.27% | -0.05% | -3.29% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.87% | — | +4.19% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.89% | — | -2.63% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.08% | +0.19% | +29.39% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | -0.08% | -2.45% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.90% | +0.04% | — | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.41% | +0.01% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.12% | -0.01% | +0.10% | |
| 17 | USTB | Victoryshares Short-term Bon | ETF-その他 | 1.12% | +0.29% | +32.44% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +1.26% | +0.36% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.62% | +0.02% | +0.16% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.53% | — | — | |
| 21 | DFAI | Dimensional International Co | ETF-その他 | 0.49% | — | — | |
| 22 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.43% | — | — | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.40% | -0.01% | +870.62% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.08% | -14.52% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.32% | — | — | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | — | +0.15% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.23% | — | -13.07% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.21% | +0.02% | — | |
| 29 | KXI | Ishares Global Consumer Stap | ETF-その他 | 0.20% | — | -6.05% |