CIK: 0001927129
申告総資産額
$2.4億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.11% | +0.08% | +4.70% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.49% | +0.26% | -1.55% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.81% | -3.92% | +33.37% | |
| 4 | IDV | Ishares International Select | ETF-その他 | 4.63% | -0.29% | +74.14% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.55% | +0.24% | -13.48% | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.48% | -0.11% | +15.85% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.14% | +0.19% | -10.33% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.05% | — | -1.24% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.92% | — | +33.19% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.82% | +0.13% | -7.94% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.75% | +0.19% | -9.90% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.59% | +0.31% | +0.96% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.22% | — | -18.45% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.65% | — | +63.17% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.60% | -0.39% | +4.41% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.60% | — | — | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.31% | +0.23% | -10.34% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.98% | — | -4.37% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.97% | -0.20% | -6.26% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.97% | — | -12.53% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.71% | +0.14% | -0.40% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 1.61% | — | -35.01% | |
| 23 | BITO | Proshares Bitcoin Etf-usd | ETF-暗号資産 | 1.59% | — | -1.33% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.54% | +0.20% | +430.92% | |
| 25 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.54% | — | -10.92% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.44% | — | -0.71% | |
| 27 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.39% | -0.79% | -14.01% | |
| 28 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.28% | — | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | +0.06% | -7.52% | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.95% | — | +1.83% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.92% | +0.34% | -9.19% | |
| 32 | FRNW | Fidelity Clean Energy ETF | ETF-その他 | 0.91% | — | +3.28% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.88% | +0.07% | — | |
| 34 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.78% | +0.22% | -0.24% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.22% | -1.97% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | +0.16% | -12.33% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.62% | +0.12% | -0.45% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.59% | — | — | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.59% | — | — | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.48% | — | — | |
| 41 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.42% | — | — | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.32% | — | +0.67% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.32% | +0.04% | — | |
| 44 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.30% | — | -82.03% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.30% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | +0.03% | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | +0.02% | — | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.27% | — | — | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.24% | — | -15.52% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.21% | — | — |