CIK: 0001756485
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 56.38% | -0.79% | +22.62% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.54% | +0.45% | +1.41% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.76% | -0.19% | +3.01% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.02% | — | -0.09% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.77% | -0.12% | — | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.19% | — | -4.04% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.16% | +0.06% | — | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.97% | — | +0.24% | |
| 9 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.77% | — | — | |
| 10 | ✓ | 株式-その他 | 1.70% | — | — | ||
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.55% | +0.34% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.45% | -0.08% | +9.47% | |
| 13 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.23% | — | -1.29% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.00% | — | — | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.94% | — | — | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.85% | +0.04% | — | |
| 17 | PTC | Ptc INC | 株式-IT | 0.83% | -2.00% | — | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.64% | — | -0.67% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.61% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.52% | — | — | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.48% | -0.09% | — | |
| 22 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.48% | +0.62% | NEW | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.44% | — | -10.61% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.44% | — | +532.50% | |
| 25 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.40% | +0.18% | -2.68% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.24% | — | |
| 27 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.36% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | +0.04% | — | |
| 29 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.35% | — | — | |
| 30 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.34% | +0.04% | — | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.34% | — | — | |
| 32 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.32% | — | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.32% | — | — | |
| 34 | AAPL | Apple INC | 株式-IT | 0.31% | +0.07% | -3.96% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.31% | — | — | |
| 36 | RF | Regions Financial CORP | 株式-金融 | 0.30% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | -11.11% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.25% | — | -28.09% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | — | -7.50% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.05% | +26.31% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | +0.24% | — | |
| 42 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.18% | +0.07% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.10% | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.04% | -5.22% | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.16% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | — | -0.08% | |
| 47 | NEM | Newmont CORP | 株式-素材 | 0.15% | — | — | |
| 48 | OLOGBX | Olo INC - Class A | 株式-その他 | 0.14% | — | +40.27% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | — | — | |
| 50 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.12% | — | — |