CIK: 0001999144
申告総資産額
$3.2億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 8.47% | -1.21% | +0.41% | |
| 2 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 7.87% | +0.03% | +0.40% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 7.56% | -2.75% | +2.94% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 7.35% | +0.02% | +1.32% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.19% | -2.17% | +2.60% | |
| 6 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 6.89% | -0.09% | +2.99% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 5.85% | -0.80% | +1.24% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.66% | -0.15% | +0.37% | |
| 9 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 5.47% | -2.06% | +2.48% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.46% | -4.67% | +1.17% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.37% | +0.37% | +2.77% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.16% | -0.32% | +1.65% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.06% | +1.10% | +1.36% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.79% | -0.03% | +0.93% | |
| 15 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 3.75% | +0.03% | +0.64% | |
| 16 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 3.72% | +1.08% | +2.17% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.20% | -0.20% | +1.74% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.90% | +0.04% | +1.71% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.88% | -0.02% | -4.90% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | +0.02% | +6.68% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.09% | — | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.36% | +0.07% | — | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.28% | -0.02% | -6.99% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.24% | +0.02% | +6.80% | |
| 25 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.24% | +0.09% | +50.17% | |
| 26 | WRB | Wr Berkley CORP | 株式-金融 | 0.20% | -0.01% | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.17% | -0.01% | — | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.14% | -0.01% | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | -0.01% | — | |
| 30 | XEL | Xcel Energy INC | 株式-公益事業 | 0.11% | — | — | |
| 31 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.11% | — | -2.94% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | -0.01% | +0.23% | |
| 33 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.09% | +0.01% | -1.96% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.09% | +0.03% | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | -0.03% | +2.23% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.08% | — | — |