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 | 8.66% | +0.01% | -0.17% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.32% | -1.07% | -0.02% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.21% | — | -1.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.90% | -0.05% | -1.59% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.02% | -0.19% | +0.37% | |
| 6 | XSSPX | Nuveen S&p 500 Dynam Overwr | 株式-その他 | 3.83% | — | -1.43% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.05% | — | -2.95% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.85% | -0.18% | +1.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | +1.87% | |
| 10 | PGX | Invesco Preferred ETF | ETF-その他 | 2.19% | — | -5.90% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.04% | -0.21% | -0.11% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.81% | — | -0.55% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | +0.04% | +2.03% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.42% | — | -0.76% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.40% | +0.12% | -0.06% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.40% | -0.11% | +1.61% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | -3.87% | |
| 18 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.31% | — | -23.42% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.26% | — | -2.94% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.18% | — | -47.52% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.08% | — | -14.32% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.08% | — | +1.44% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.08% | — | -47.77% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.06% | — | -2.04% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | — | +0.39% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.01% | -0.12% | -0.75% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.01% | — | +0.12% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.92% | — | -3.87% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.91% | — | -4.92% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.89% | — | -4.39% | |
| 31 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.87% | — | -4.46% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.85% | — | -14.87% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | -0.09% | +2.19% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | +0.23% | -0.83% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | -3.49% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.10% | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.09% | -0.15% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.74% | — | -0.45% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | +0.31% | -1.52% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.73% | — | -0.16% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | — | -1.37% | |
| 42 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.71% | — | -3.66% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -32.96% | |
| 44 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.67% | — | -23.90% | |
| 45 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.65% | — | -3.48% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | -0.15% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | +0.15% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | +0.33% | -0.04% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.53% | — | -36.03% | |
| 50 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.51% | — | — |