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 | 11.85% | -0.66% | -0.91% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 9.67% | -0.41% | -0.31% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.42% | +0.22% | +0.08% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.11% | +0.10% | -0.32% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 6.17% | -0.01% | +0.53% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.19% | -0.04% | +0.22% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.02% | +0.02% | -1.22% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-その他 | 4.66% | +0.01% | +5.81% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.06% | — | -0.73% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.01% | -0.16% | -0.31% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.32% | +0.13% | +0.74% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.28% | -0.05% | -2.41% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.07% | +0.19% | -0.70% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.07% | -0.02% | +5.02% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.69% | +0.14% | +0.55% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | -0.08% | +0.02% | |
| 17 | USTB | Victoryshares Short-term Bon | ETF-その他 | 1.53% | +0.29% | +5.02% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.44% | -0.05% | -3.06% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.26% | -0.13% | — | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.24% | +0.04% | -0.01% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.09% | +0.01% | +0.03% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.98% | -0.06% | — | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | -0.01% | +0.01% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | +1.26% | -0.27% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.72% | +0.16% | +8.59% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.09% | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | +0.02% | +0.01% | |
| 28 | DFAI | Dimensional International Co | ETF-その他 | 0.41% | — | — | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.39% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.39% | -0.02% | -3.68% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.36% | — | -0.35% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.35% | -0.04% | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.30% | -0.03% | +0.41% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.27% | +0.01% | -0.33% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.25% | -0.01% | -0.27% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.08% | +0.55% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.23% | — | -2.19% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | -0.01% | +0.08% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | -0.01% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | -0.02% | — | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.15% | — | +0.05% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.14% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.14% | — | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.13% | +0.02% | +0.90% |