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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.90% | — | +189.87% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.49% | — | +1.08% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.21% | — | — | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.76% | — | +0.64% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.52% | — | -35.33% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.87% | +0.15% | +2.56% | |
| 7 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.70% | -0.26% | +27.24% | |
| 8 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 2.60% | — | +113.32% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.18% | — | +99.83% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 2.10% | -0.33% | -11.65% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.01% | — | +84.24% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.00% | — | +116.07% | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 1.90% | — | -2.00% | |
| 14 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 1.84% | — | — | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.82% | — | -30.15% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | +0.83% | -5.42% | |
| 17 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 1.48% | -0.02% | +20.54% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.46% | — | +48.02% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | +0.25% | -12.22% | |
| 20 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 1.39% | — | — | |
| 21 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.36% | — | — | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.34% | -0.29% | +3.11% | |
| 23 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 1.31% | — | +6.65% | |
| 24 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 1.30% | — | -48.94% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.30% | — | -32.82% | |
| 26 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.28% | — | -17.23% | |
| 27 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.27% | — | -51.08% | |
| 28 | CMBS | Ishares Cmbs ETF | ETF-その他 | 1.23% | — | +87.74% | |
| 29 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.21% | -0.26% | +2.42% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.20% | -0.14% | +1.39% | |
| 31 | IQLT | Ishares Msci International Q | ETF-その他 | 1.16% | — | — | |
| 32 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.15% | — | -66.42% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.05% | — | +146.19% | |
| 34 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.97% | — | +2.96% | |
| 35 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.95% | — | +58.25% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.92% | — | +32.94% | |
| 37 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.89% | +0.01% | -6.66% | |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.87% | — | -3.51% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | — | +23.27% | |
| 40 | ENPH | Enphase Energy INC | 株式-IT | 0.84% | — | +3.92% | |
| 41 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.80% | — | — | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.77% | — | +44.92% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | — | +10.24% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.75% | -0.08% | +4.23% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | — | +42.52% | |
| 46 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.66% | — | -10.32% | |
| 47 | TRTY | Cambria Trinity ETF | ETF-その他 | 0.65% | — | +51.93% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.62% | — | +11.33% | |
| 49 | ✓ | 株式-その他 | 0.58% | — | -0.98% | ||
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.58% | — | +18.50% |