CIK: 0001731927
申告総資産額
$4.0億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.27% | — | -2.52% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 5.20% | -0.66% | +53.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.62% | +0.08% | +0.36% | |
| 4 | ✓ | 株式-その他 | 2.62% | — | -4.92% | ||
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 2.43% | — | -8.25% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.16% | — | -12.01% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.14% | — | +0.62% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.01% | — | +8.79% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.00% | — | +2.25% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.00% | — | +2.66% | |
| 11 | NTLA | Intellia Therapeutics INC | 株式-その他 | 2.00% | +0.08% | +0.44% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.89% | +0.16% | -0.46% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.87% | -0.36% | +12.40% | |
| 14 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.67% | — | +6.86% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | — | +1.74% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.49% | — | -6.17% | |
| 17 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.48% | — | +0.68% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.43% | — | -6.39% | |
| 19 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.40% | — | +2.62% | |
| 20 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 1.39% | — | +1.27% | |
| 21 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.38% | — | +4.64% | |
| 22 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.37% | — | +2.09% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | — | -3.36% | |
| 24 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.34% | — | -1.05% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.32% | +0.08% | -1.13% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 1.31% | — | -10.53% | |
| 27 | ✓ | 株式-その他 | 1.30% | — | +1903.73% | ||
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 1.25% | — | +3.20% | |
| 29 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.23% | — | -2.44% | |
| 30 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 1.18% | — | +4.08% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.16% | — | -2.78% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.16% | -0.38% | +3.02% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.12% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.16% | -2.17% | |
| 35 | ✓ | Abbott Labs | 株式-その他 | 1.12% | — | +0.28% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.10% | +0.18% | +4.96% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | -2.60% | |
| 38 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.01% | — | -2.70% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.01% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -0.52% | |
| 41 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.87% | — | -3.73% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | +4.57% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.86% | — | -62.67% | |
| 44 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.85% | — | +3.47% | |
| 45 | YLCOUSD | Global X Renewable Ener Prod | ETF-その他 | 0.85% | — | +1.79% | |
| 46 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.82% | — | +16.86% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | +0.04% | +16.29% | |
| 48 | ✓ | Berkshire Hathaway INC Del Cl B New | 株式-その他 | 0.79% | — | +4.13% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | +1.53% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.78% | — | — |