CIK: 0001867587
申告総資産額
$8.9億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.35% | +0.22% | — | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.04% | — | +374.83% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.50% | +0.49% | -37.11% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.98% | -0.06% | — | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.78% | +0.20% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.54% | — | — | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.46% | +1.71% | -8.35% | |
| 8 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 4.14% | — | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.57% | -0.38% | -4.83% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.09% | — | +5.37% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.91% | — | -3.31% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.79% | — | -9.26% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.25% | — | +77.80% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.07% | — | -12.21% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.72% | — | -86.04% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | — | -7.42% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.62% | — | -15.07% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.60% | — | -0.45% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.45% | +0.81% | NEW | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.39% | — | -11.54% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.32% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 1.31% | — | -2.91% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.22% | — | -11.06% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.11% | — | -11.37% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.01% | — | -8.64% | |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.89% | — | -8.64% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.87% | — | +582.48% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.80% | — | -6.38% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.79% | — | -3.75% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | — | +3.48% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.18% | +4.66% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | -0.12% | -13.02% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.61% | — | — | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | +57.57% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.14% | -9.04% | |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.49% | -0.11% | -12.46% | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.47% | — | +104.92% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.44% | — | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.39% | -0.13% | -4.56% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | -15.59% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.33% | — | -16.40% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | -92.81% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | — | -2.68% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -5.32% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -1.42% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | -1.71% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | -3.55% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | -8.01% | |
| 49 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.27% | -0.17% | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -3.27% |