CIK: 0001758543
申告総資産額
$4.7億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.82% | +4.05% | -45.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.70% | +0.09% | -3.61% | |
| 3 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 5.42% | -0.78% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.32% | +0.17% | -1.18% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-その他 | 5.12% | +0.44% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.81% | -0.40% | +7.09% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 4.23% | +1.06% | NEW | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.17% | -0.23% | +24.46% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.94% | -5.67% | +23.61% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.85% | +0.15% | +4.14% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.05% | — | +6.99% | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.02% | +2.07% | +112.66% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.85% | +0.73% | +5.52% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.85% | -0.31% | +0.92% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.79% | -2.03% | EXIT | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 1.77% | +0.32% | -4.75% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.77% | +0.09% | +1.73% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.73% | +0.19% | +6.01% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.72% | +0.14% | +0.29% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | -0.56% | +4.36% | |
| 21 | SPGI | S&p Global INC | 株式-金融 | 1.68% | — | -0.70% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.65% | — | -0.23% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | — | +6.63% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.63% | — | +1.30% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.61% | — | +2.56% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +2.87% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.59% | +0.07% | +3.48% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | -0.22% | +3.64% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.57% | — | +4.59% | |
| 30 | ITW | Illinois Tool Works | 株式-資本財 | 1.55% | — | +2.70% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.55% | +0.07% | +3.85% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.46% | +0.18% | — | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.35% | -0.23% | +14.56% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.33% | +0.39% | +1.19% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.89% | — | -44.09% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.74% | — | — | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.73% | — | -8.78% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.72% | — | +3.98% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.71% | — | -16.80% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.69% | — | -57.42% | |
| 41 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 0.69% | — | +55.67% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | +0.16% | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.55% | +0.09% | +3.99% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.44% | — | +9.12% | |
| 45 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.43% | — | +1.24% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.37% | — | +29.14% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.27% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | +16.26% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | — | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.27% | — | +43.52% |