CIK: 0001766286
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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.76% | +0.01% | +2.77% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.16% | -1.07% | +2.69% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.02% | — | +0.62% | |
| 4 | XSSPX | Nuveen S&p 500 Dynam Overwr | 株式-その他 | 3.95% | — | -0.48% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.88% | -0.19% | -1.19% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.86% | -0.05% | -1.81% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.02% | — | -2.71% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.60% | -0.18% | -1.79% | |
| 9 | PGX | Invesco Preferred ETF | ETF-その他 | 2.23% | — | -5.23% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.21% | — | -73.38% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.06% | — | +3.74% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.03% | — | -47.90% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.84% | -0.21% | -0.30% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.82% | — | -0.03% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.66% | — | -4.98% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.53% | +0.04% | -0.23% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.35% | — | -8.38% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.29% | +0.12% | +0.54% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.27% | -0.11% | -0.60% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | -10.75% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.23% | — | -35.75% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.19% | — | +2.51% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.12% | — | -28.80% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.09% | — | +8.69% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.08% | — | +0.53% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.03% | — | +3.11% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | — | -69.10% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.96% | — | -18.16% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.94% | — | -1.52% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.93% | -0.12% | +23.41% | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.92% | — | -3.01% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | -24.23% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.87% | — | -25.00% | |
| 34 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.86% | — | -1.37% | |
| 35 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.85% | — | -63.69% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.79% | — | -25.92% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | -0.09% | -25.29% | |
| 38 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.72% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | — | +1.41% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.09% | +0.95% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.68% | — | -1.47% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -2.30% | |
| 43 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.67% | — | -66.38% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.23% | -1.89% | |
| 45 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.66% | — | -1.77% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | +0.31% | -1.15% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +1.74% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.54% | — | -18.70% | |
| 50 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.52% | — | — |