CIK: 0001674020
申告総資産額
$2.6億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 10.22% | +0.40% | -10.01% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.39% | -0.24% | -9.62% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 7.00% | — | -7.65% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.14% | +0.24% | -7.61% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.68% | — | -8.43% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.34% | +0.39% | +3.63% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.68% | -0.18% | -5.88% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.53% | — | +1.51% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.53% | — | — | |
| 10 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.45% | — | -14.73% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.13% | -0.14% | — | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.06% | — | -8.44% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.63% | — | -61.67% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.58% | -0.20% | -6.11% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.49% | +0.02% | -9.06% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.32% | — | -2.01% | |
| 17 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 2.05% | — | — | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.90% | +1.59% | -2.55% | |
| 19 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 1.70% | — | -67.23% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.70% | — | -7.12% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.69% | — | — | |
| 22 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.51% | +0.11% | — | |
| 23 | PGX | Invesco Preferred ETF | ETF-その他 | 1.14% | — | -68.76% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.99% | — | -64.71% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.88% | — | -29.07% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.84% | +0.02% | +1.85% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.81% | +0.02% | +1.38% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | — | -25.91% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.75% | — | -69.12% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | -0.21% | -15.77% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.58% | — | -29.84% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | -0.39% | +5.16% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | — | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.55% | -0.18% | -6.50% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.55% | — | -2.63% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.52% | +0.18% | +5.12% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.49% | -0.03% | +14.03% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.48% | +0.13% | +0.03% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | -1.62% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | -30.00% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -24.69% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.34% | -0.36% | -16.82% | |
| 43 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 0.30% | — | -22.60% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.30% | — | -41.01% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.28% | — | -62.05% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.28% | — | — | |
| 47 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.25% | — | +16.65% | |
| 48 | TFC | Truist Financial CORP | 株式-金融 | 0.25% | +0.07% | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | +0.12% | -15.33% | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.25% | — | +3.90% |