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 | 9.22% | +0.40% | -8.23% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 8.51% | — | +148.23% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.71% | -0.24% | -4.78% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 7.01% | — | +0.37% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.33% | +0.24% | -2.00% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.20% | +0.39% | +11.56% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.55% | — | -0.51% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.10% | -0.18% | -2.51% | |
| 9 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 4.03% | — | +18.29% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.30% | — | -4.63% | |
| 11 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 3.15% | — | +54.55% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.14% | -0.14% | +0.07% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.55% | +0.02% | -0.82% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.53% | — | -1.03% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.47% | -0.20% | -1.45% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.39% | — | -24.51% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.34% | — | +45.58% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 2.23% | +0.11% | +50.90% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.89% | +1.59% | -1.95% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.41% | — | -18.19% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.84% | +0.02% | -5.67% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.81% | +0.02% | +9.92% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | -0.39% | +36.86% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.68% | -0.21% | +8.13% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.61% | -0.03% | +7.80% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | +0.18% | +3.99% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.58% | — | +1.51% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.56% | — | +5.03% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.53% | -0.36% | +60.96% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.47% | -0.18% | -11.62% | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.46% | — | +0.15% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.45% | +0.13% | +1.43% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +9.48% | |
| 35 | XLB | Ss Materials Select Sector | ETF-その他 | 0.34% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.30% | — | +45.39% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | — | -58.57% | |
| 39 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 0.30% | — | -3.07% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.30% | — | +4.55% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.28% | +0.16% | +13.26% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.27% | — | -69.66% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.26% | — | +10.09% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | +0.12% | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.26% | — | +18.64% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.25% | — | +7.16% | |
| 47 | TFC | Truist Financial CORP | 株式-金融 | 0.24% | +0.07% | — | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.23% | — | — | |
| 49 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.22% | — | -9.51% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.21% | — | — |