CIK: 0001859259
申告総資産額
$4.9億
| # | 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 | 5.06% | +0.25% | -1.59% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.43% | — | +6.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.28% | — | +57.44% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.97% | — | +0.00% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.32% | — | +90.11% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.28% | — | -1.38% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.12% | — | +128.91% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.02% | -0.14% | +17.72% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.51% | +0.83% | +31.89% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.28% | — | +187.17% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.15% | — | +4.02% | |
| 12 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 2.13% | — | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.09% | — | +311.60% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.07% | — | +168.88% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.00% | +0.15% | +73.72% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.98% | +0.09% | +0.37% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.80% | — | — | |
| 18 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.75% | — | +131.93% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.74% | — | +55.51% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | — | -12.44% | |
| 21 | CMBS | Ishares Cmbs ETF | ETF-その他 | 1.51% | — | +304.15% | |
| 22 | GHYB | Goldman Sachs Access Hy CORP | ETF-コモディティ | 1.49% | — | +122.15% | |
| 23 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.48% | -0.29% | -9.65% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.30% | — | +361.05% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | +16.04% | |
| 26 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.20% | — | — | |
| 27 | UJUL | Innovator U.s. Equity Ultra | ETF-その他 | 1.08% | — | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.06% | — | +2.45% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.94% | — | +2.58% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.91% | — | -8.11% | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.89% | — | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | — | +36.63% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.77% | — | +0.04% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.74% | — | +160.68% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | +0.08% | +21.58% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | +25.85% | |
| 37 | ENPH | Enphase Energy INC | 株式-IT | 0.69% | — | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | -6.98% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +1.55% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.65% | — | +5.77% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | -3.50% | |
| 42 | USEP | Innovator U.s. Equity Ultra | ETF-その他 | 0.56% | — | — | |
| 43 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.54% | — | — | |
| 44 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.45% | — | -40.42% | |
| 45 | UAUG | Innovator U.s. Equity Ultra | ETF-その他 | 0.41% | — | — | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.40% | — | +14.20% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.40% | +0.01% | — | |
| 48 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.39% | +0.03% | -49.60% | |
| 49 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 0.39% | — | +31.50% | |
| 50 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.37% | — | — |