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 | 18.23% | -0.62% | -1.46% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.41% | -0.75% | -0.72% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 9.09% | -0.52% | +1.94% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 7.31% | -0.35% | +0.69% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.51% | +0.79% | +2.03% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.50% | +0.11% | +0.72% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.88% | +0.06% | +0.54% | |
| 8 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 3.28% | +0.04% | -0.30% | |
| 9 | GCOR | Goldman Sachs Access US Agg | ETF-コモディティ | 3.24% | +0.02% | +2.51% | |
| 10 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 3.23% | +0.09% | +0.05% | |
| 11 | PFFD | Global X US Preferred ETF | ETF-その他 | 3.12% | -1.19% | +1.97% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.67% | +0.09% | +2.07% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.48% | +0.02% | +2.36% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.39% | +0.61% | +1.29% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.10% | -1.20% | +0.36% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.08% | -0.37% | +3.27% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.99% | -1.16% | +1.66% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.72% | -1.13% | +0.79% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.56% | — | -5.84% | |
| 20 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.35% | +0.03% | -2.54% | |
| 21 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 1.32% | — | +1.47% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.01% | +0.31% | +2.42% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.80% | -0.05% | +1.92% | |
| 24 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.74% | -0.01% | -2.84% | |
| 25 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.72% | — | +10.87% | |
| 26 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.49% | — | -2.28% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | +0.04% | +10.20% | |
| 28 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 0.31% | -0.04% | -2.55% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | -0.02% | +2.42% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.04% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.10% | — | |
| 33 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.13% | -0.01% | — | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.11% | — | — |