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 | 10.02% | +0.27% | +8.68% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.56% | -0.11% | +51.59% | |
| 3 | ✓ | Blackrock ETF Trust | ETF-その他 | 8.47% | -8.47% | EXIT | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.52% | -0.47% | +2.82% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.79% | +0.49% | +59.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.19% | -0.52% | -21.05% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.55% | +2.57% | -5.30% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 4.31% | +0.04% | +15.44% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.86% | +1.36% | +50.96% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 3.45% | +0.14% | +26.99% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.81% | +0.11% | +124.02% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.14% | -0.15% | -2.55% | |
| 13 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 2.02% | +0.30% | +22.01% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.89% | -0.30% | -2.58% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.71% | +0.12% | +3.60% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.70% | -1.62% | +55.41% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.49% | -1.42% | +79.58% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.41% | -1.41% | EXIT | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.31% | +0.07% | +47.70% | |
| 20 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.10% | +0.34% | -66.44% | |
| 21 | INRO | Ishares US In Ro Act Etf-usd | ETF-その他 | 1.03% | — | -27.01% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.03% | +0.02% | +39.81% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.96% | -0.08% | +1.21% | |
| 24 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.93% | +0.04% | +243.81% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.90% | — | -0.54% | |
| 26 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.82% | +0.04% | +3.12% | |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.69% | +0.01% | -0.30% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.69% | -0.05% | +1.46% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.67% | — | -38.31% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | +0.86% | -66.68% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.64% | — | +2.96% | |
| 32 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 0.63% | +0.05% | +28.08% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.61% | -0.61% | EXIT | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.59% | +0.09% | -22.36% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.58% | +0.02% | -0.06% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | -0.04% | +5.36% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | -0.50% | EXIT | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.43% | — | +79.44% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +0.16% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | -5.13% | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.38% | — | +8.86% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.36% | +0.03% | +59.43% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.36% | +0.04% | +7.86% | |
| 45 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.33% | +0.01% | -0.96% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +12.08% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.28% | — | +2.59% | |
| 48 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.26% | — | -2.34% | |
| 49 | BRTR | Ishares Total Return Act ETF | ETF-その他 | 0.24% | — | +2.51% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.22% | -0.02% | — |