CIK: 0001966438
申告総資産額
$1.9億
| # | 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 11.00% | -1.10% | +19.53% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 9.64% | +1.25% | -0.93% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.74% | -0.21% | +9.81% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 6.93% | — | +18.74% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 6.27% | +2.99% | +6.68% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.73% | +0.09% | — | |
| 7 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 4.82% | -0.08% | +0.27% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.58% | — | +27.73% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.44% | -0.14% | +0.89% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.31% | — | -59.06% | |
| 11 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 2.91% | -2.54% | EXIT | |
| 12 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.85% | -0.16% | +37.09% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.61% | -0.02% | +3.94% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.48% | -0.92% | -21.16% | |
| 15 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.44% | — | +101.03% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.41% | -2.12% | EXIT | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.24% | -0.56% | EXIT | |
| 18 | DHS | Wisdomtree US High Dividend | ETF-その他 | 2.09% | -0.12% | +4.05% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.91% | — | +15.86% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.83% | — | +0.49% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.77% | -0.02% | +1.58% | |
| 22 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 1.70% | — | +0.01% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.66% | — | -0.28% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.14% | — | -0.56% | |
| 25 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.13% | -0.02% | +0.98% | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.11% | +0.05% | -39.05% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.90% | — | +3.71% | |
| 28 | GHM | Graham CORP | 株式-その他 | 0.85% | +0.74% | — | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.74% | -1.43% | EXIT | |
| 30 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.72% | — | +7.83% | |
| 31 | PKST | Peakstone Realty Trust | 株式-その他 | 0.57% | — | — | |
| 32 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.44% | — | +0.04% | |
| 33 | LPTVQ | Loop Media INC | 株式-その他 | 0.02% | — | — |