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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.54% | — | +44.59% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.88% | — | +0.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.62% | +0.15% | -2.90% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.02% | — | -1.19% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.99% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.98% | — | +30.57% | |
| 7 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 2.94% | -0.17% | -0.91% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.85% | — | +27.75% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 2.66% | — | +2.64% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.55% | +0.83% | +25.91% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.27% | — | +0.34% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.14% | -0.26% | -1.63% | |
| 13 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 2.14% | — | +19.64% | |
| 14 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 2.11% | — | — | |
| 15 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 1.98% | +0.01% | — | |
| 16 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 1.70% | -0.02% | -1.10% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.70% | -0.14% | +8.86% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.69% | — | +2.19% | |
| 19 | CMBS | Ishares Cmbs ETF | ETF-その他 | 1.68% | — | +0.55% | |
| 20 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 1.51% | — | -5.16% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.50% | — | +0.67% | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.49% | -0.33% | +7.48% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.47% | — | +36.97% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.35% | -0.29% | +3.07% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.15% | +0.25% | -5.35% | |
| 26 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.15% | — | +4.13% | |
| 27 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.08% | -0.26% | -1.56% | |
| 28 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.02% | — | +7.18% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.00% | — | -4.45% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | -2.33% | |
| 31 | DFAI | Dimensional International Co | ETF-その他 | 0.99% | -0.08% | -69.49% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.94% | — | +42.45% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.93% | — | +3.14% | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.91% | — | -2.13% | |
| 35 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.91% | +0.01% | +0.26% | |
| 36 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.85% | — | -2.50% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.83% | — | +1.53% | |
| 38 | TRTY | Cambria Trinity ETF | ETF-その他 | 0.82% | — | +11.05% | |
| 39 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 0.81% | — | +19.34% | |
| 40 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.79% | — | -60.40% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.74% | — | -1.13% | |
| 42 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.68% | — | -16.82% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.68% | — | +12.66% | |
| 44 | ✓ | 株式-その他 | 0.64% | — | +38.94% | ||
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | +219.91% | |
| 46 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.56% | — | -1.31% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.54% | — | -0.74% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.53% | — | +7.87% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.08% | -4.68% | |
| 50 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.50% | — | +0.69% |