CIK: 0001713678
申告総資産額
$6.4億
| # | 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 | IAU | Ishares Gold Trust | ETF-コモディティ | 8.74% | -1.94% | +1.43% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.26% | +0.23% | -1.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.11% | +0.60% | -5.65% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.95% | -0.48% | +3.64% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.23% | +0.39% | -2.51% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.93% | +4.84% | -1.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.63% | +4.36% | +0.04% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.43% | +4.75% | NEW | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.28% | +4.38% | NEW | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.20% | -14.07% | EXIT | |
| 11 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 3.97% | -0.16% | +2.96% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.24% | -0.17% | +4.30% | |
| 13 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 3.22% | -0.17% | +8.68% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.58% | +0.08% | -5.62% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.39% | +0.06% | -2.32% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.03% | +0.20% | -2.87% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.97% | -0.05% | +1.66% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.45% | +0.02% | -5.30% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.35% | +0.22% | -2.90% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-その他 | 1.27% | +0.21% | -2.45% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.24% | +0.57% | -13.80% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.89% | +0.06% | -4.89% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.85% | — | +12.96% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | +0.02% | -1.92% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | — | -9.77% | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.79% | +0.05% | -2.49% | |
| 27 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 0.78% | +0.01% | +1.12% | |
| 28 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.73% | +0.05% | -1.44% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.67% | +0.04% | -4.25% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.65% | — | -0.69% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.55% | — | +8.86% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | +0.02% | -0.27% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.54% | +0.02% | +5.73% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.45% | — | +31.24% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | +0.05% | -0.90% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.39% | — | -0.23% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +43.28% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.35% | — | -0.61% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.32% | — | +37.13% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | — | -1.34% | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.26% | — | -2.56% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.22% | +0.04% | -9.37% | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.22% | — | +1.15% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | — | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.20% | — | +2.41% | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.19% | — | +4.84% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.16% | — | — | |
| 48 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.16% | — | -6.17% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +0.13% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.14% | — | — |