CIK: 0001954126
申告総資産額
$2.8億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.65% | -0.62% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.78% | -0.75% | -66.19% | |
| 3 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 10.82% | +0.04% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.54% | +0.79% | +19.31% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 6.17% | -0.35% | -7.70% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.76% | +0.11% | -10.70% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.19% | +0.06% | -27.05% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.06% | -1.16% | — | |
| 9 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.93% | +0.03% | -25.02% | |
| 10 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 3.54% | +0.09% | -37.06% | |
| 11 | PFFD | Global X US Preferred ETF | ETF-その他 | 3.36% | -1.19% | +168.83% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 3.16% | -0.52% | — | |
| 13 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.94% | -1.20% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.85% | +0.09% | +2.50% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 2.44% | — | -72.60% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.43% | +0.02% | -18.09% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.95% | -1.13% | -19.79% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.89% | — | — | |
| 19 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 1.39% | — | — | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.36% | +0.31% | +0.22% | |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 1.06% | -0.01% | -73.56% | |
| 22 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.77% | — | -63.70% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.70% | -0.05% | +3.63% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.24% | -0.08% | EXIT | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.20% | +2.50% | NEW | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.02% | +7.40% | |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.13% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.04% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | -0.10% | — | |
| 30 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.10% | — | — | |
| 31 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.10% | — | — | |
| 32 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-その他 | 0.10% | — | — |