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 | 17.48% | -0.62% | +0.63% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.22% | -0.75% | -7.06% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 9.36% | -0.52% | +142.69% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 6.61% | -0.35% | -8.23% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.50% | +0.79% | -1.23% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.02% | +0.11% | -1.42% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.38% | +0.06% | -0.63% | |
| 8 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.71% | +0.03% | +0.27% | |
| 9 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 3.70% | -0.04% | +891.99% | |
| 10 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 3.53% | +0.09% | -0.74% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 3.48% | +0.04% | -64.07% | |
| 12 | PFFD | Global X US Preferred ETF | ETF-その他 | 3.18% | -1.19% | +2.45% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.94% | +0.09% | +1.80% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.40% | +0.02% | -0.34% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.27% | -1.20% | -19.50% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.08% | -1.16% | -44.86% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.89% | — | -5.27% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.86% | -1.13% | -0.14% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.83% | — | +1.58% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.56% | +0.31% | -2.62% | |
| 21 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 1.38% | — | +1.87% | |
| 22 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.87% | -0.01% | -3.89% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.74% | -0.05% | — | |
| 24 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.57% | — | -10.92% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.02% | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.04% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | -0.10% | -20.60% |