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 | 8.98% | -1.94% | -0.50% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.34% | +0.23% | +208.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.00% | +0.60% | -2.40% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.21% | +0.39% | -2.60% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.20% | -0.48% | -15.32% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.87% | +4.36% | -0.20% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.73% | +4.75% | NEW | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.48% | +4.38% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.42% | +4.84% | +2.88% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.32% | +4.66% | NEW | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 3.53% | -0.17% | +8.25% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 3.52% | -0.16% | +3.42% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.86% | — | +394.25% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.59% | +0.08% | -1.97% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.30% | +0.20% | -2.50% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.17% | — | +23.59% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.15% | -0.05% | +2.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | +0.06% | -5.57% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.96% | -0.17% | +21.06% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.62% | +0.22% | -6.11% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.52% | +0.57% | -6.63% | |
| 22 | DDM | Proshares Ultra Dow30 | ETF-その他 | 1.45% | +0.21% | -3.84% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.17% | +0.02% | -8.63% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.85% | +0.06% | -10.35% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | +0.02% | -4.72% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.73% | +0.04% | +276.73% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.71% | +0.05% | -3.40% | |
| 28 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 0.67% | +0.01% | -1.55% | |
| 29 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.66% | +0.05% | -2.86% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.63% | — | -1.65% | |
| 31 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型株・グロース | 0.60% | +0.02% | -2.88% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.53% | +0.02% | -3.33% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | +0.02% | -3.20% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | — | +3.60% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | +0.05% | -0.19% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.34% | — | -0.97% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.32% | — | -22.18% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.26% | — | +4.80% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.24% | — | -0.37% | |
| 40 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.22% | — | -3.16% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.22% | +0.04% | +151.84% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | -1.66% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.18% | — | -1.97% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | — | +0.26% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.13% | — | +2.67% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.11% | — | -46.88% | |
| 47 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.10% | — | — | |
| 48 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.10% | — | -28.37% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | — | -0.17% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.09% | — | — |