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 | 16.72% | -0.62% | +0.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.59% | -0.75% | -0.79% | |
| 3 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 10.33% | +0.04% | -3.29% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 6.76% | -0.35% | +1.16% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.50% | +0.79% | +1.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.83% | +0.11% | +1.61% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.22% | +0.06% | +1.88% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 4.11% | -0.52% | +8.39% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.91% | -1.16% | +0.37% | |
| 10 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.66% | +0.03% | +0.71% | |
| 11 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 3.42% | +0.09% | +0.17% | |
| 12 | PFFD | Global X US Preferred ETF | ETF-その他 | 3.22% | -1.19% | +0.95% | |
| 13 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.89% | -1.20% | +0.22% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.64% | +0.09% | +1.04% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.45% | +0.02% | +1.70% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 2.02% | — | -0.89% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.85% | -1.13% | +0.21% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.84% | — | +0.96% | |
| 19 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.54% | +0.31% | +5.30% | |
| 20 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 1.39% | — | +0.76% | |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.91% | -0.01% | -0.72% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.70% | -0.05% | -1.98% | |
| 23 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.65% | — | -1.37% | |
| 24 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 0.40% | -0.04% | +50.14% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.02% | -2.13% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | -0.10% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.04% | -5.67% |