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 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 45.98% | +0.07% | +1251.78% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.68% | +0.45% | +4.69% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.31% | -0.19% | +7.32% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.68% | — | -1.98% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.43% | -0.79% | -89.19% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.86% | — | +5.19% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.57% | +0.06% | -6.52% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.34% | — | -28.19% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.73% | -0.08% | +3.47% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.70% | +0.34% | -7.05% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.39% | — | -1.45% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.39% | -0.12% | +114.81% | |
| 13 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.22% | — | -21.30% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.03% | — | +64.93% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.01% | — | -24.04% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | -1.08% | |
| 17 | ✓ | 株式-その他 | 0.87% | — | — | ||
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.10% | +256.45% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.78% | — | — | |
| 20 | PTC | Ptc INC | 株式-IT | 0.74% | -2.00% | -39.84% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.71% | — | +11.87% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.67% | +0.04% | -26.81% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | +0.24% | +125.19% | |
| 24 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.61% | +0.62% | NEW | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.61% | — | — | |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.55% | +0.18% | -1.95% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.24% | +7.97% | |
| 28 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.48% | +0.04% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | +0.04% | +14.21% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.47% | -0.12% | — | |
| 31 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.46% | — | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | — | +5.55% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.40% | — | — | |
| 34 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.40% | +0.06% | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.39% | +0.07% | +5.22% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.38% | — | -18.70% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | +3.21% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | +0.04% | +1.95% | |
| 39 | RF | Regions Financial CORP | 株式-金融 | 0.33% | — | -13.90% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.32% | — | -13.21% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.24% | -0.09% | -64.02% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.23% | — | -46.56% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.05% | -1.91% | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.21% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | — | |
| 47 | NEM | Newmont CORP | 株式-素材 | 0.17% | — | — | |
| 48 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 0.17% | — | — | |
| 49 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.17% | — | — | |
| 50 | TMUS | T-mobile US INC | 株式-通信サービス | 0.17% | — | — |