CIK: 0001842560
申告総資産額
$2.5億
| # | 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 | 11.04% | -0.63% | +51.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.16% | -0.31% | -12.09% | |
| 3 | IOO | Ishares Global 100 ETF | ETF-その他 | 7.07% | -0.19% | +7.81% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.83% | — | +49.05% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.55% | -0.30% | +1.95% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.24% | — | +4.37% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.15% | -0.05% | +1.51% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.08% | — | +413.25% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.06% | -0.12% | -0.89% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.79% | — | +46.54% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.74% | +0.02% | +3.95% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.63% | -0.04% | +19.37% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.33% | -0.07% | +2.27% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.13% | -0.19% | +17.19% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.00% | -0.10% | +7.33% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.81% | — | -8.48% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.66% | — | +1.53% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.58% | +0.23% | +3.94% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.41% | — | +11.00% | |
| 20 | XMUIX | Blackrock Municipal Income | 株式-その他 | 1.39% | — | +0.05% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.37% | — | +43.60% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.36% | — | -0.75% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.86% | -0.39% | — | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | -12.41% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | +0.37% | +117.29% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | +0.14% | +93.75% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | -0.06% | +3.12% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | +0.33% | — | |
| 29 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.65% | — | +6.31% | |
| 30 | UTWO | F/m US Treasury 2 Year Note | ETF-政府公債 | 0.65% | — | -46.50% | |
| 31 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.63% | — | -17.34% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.63% | — | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | — | — | |
| 34 | AAPL | Apple INC | 株式-IT | 0.62% | — | +0.05% | |
| 35 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.61% | — | -0.56% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | — | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.60% | -0.11% | EXIT | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | -15.88% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.13% | +25.56% | |
| 40 | IT | Gartner INC | 株式-IT | 0.54% | -0.06% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | +0.11% | |
| 42 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.53% | — | — | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.47% | — | -77.15% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.45% | -0.08% | EXIT | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.44% | — | +0.05% | |
| 46 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.43% | +0.20% | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.41% | — | — | |
| 49 | ENTG | Entegris INC | 株式-IT | 0.41% | — | -8.33% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.41% | — | -11.31% |