CIK: 0001757605
申告総資産額
$3.5億
| # | 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 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 10.57% | +0.27% | +22.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.41% | -0.47% | +1.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.57% | -0.52% | +8.35% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.51% | -0.11% | +6.77% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.55% | +2.57% | -19.55% | |
| 6 | ✓ | Blackrock ETF Trust | ETF-その他 | 5.53% | -8.47% | EXIT | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.77% | +0.49% | +0.95% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 4.31% | +0.04% | +24.52% | |
| 9 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 3.75% | +0.34% | -30.53% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 3.28% | +0.14% | +69.29% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.93% | +1.36% | -32.86% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.58% | -0.15% | -29.29% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.27% | +0.86% | +2363.44% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.23% | -0.30% | -6.51% | |
| 15 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 2.11% | +0.30% | — | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.75% | +0.12% | +41.27% | |
| 17 | INRO | Ishares US In Ro Act Etf-usd | ETF-その他 | 1.63% | — | -7.22% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.45% | +0.11% | — | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.30% | -1.62% | +1.26% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.25% | — | -4.52% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.10% | -0.08% | +0.50% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.07% | +0.07% | -3.36% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.98% | — | -5.65% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.96% | -1.42% | +78.87% | |
| 25 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.92% | +0.04% | +3.58% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.91% | +0.09% | +10.01% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.84% | +0.02% | +13.02% | |
| 28 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.82% | +0.01% | -3.16% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.77% | -0.05% | +65.70% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.72% | — | -26.79% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.64% | +0.02% | +3.93% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | -0.04% | -3.02% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.55% | -1.41% | EXIT | |
| 34 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 0.55% | +0.05% | +31.04% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | -2.97% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | +0.10% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -5.17% | |
| 38 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.40% | — | -2.89% | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.39% | +0.04% | +22.53% | |
| 40 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.35% | +0.01% | -0.19% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | — | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.32% | — | -12.78% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.32% | -0.50% | EXIT | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.32% | +0.04% | -47.35% | |
| 45 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.31% | — | -0.10% | |
| 46 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.31% | — | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.29% | — | -11.96% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.28% | +0.03% | +29.80% | |
| 49 | BRTR | Ishares Total Return Act ETF | ETF-その他 | 0.27% | — | +14.87% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.26% | -0.02% | — |