CIK: 0001844821
申告総資産額
$2.2億
| # | 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 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 11.01% | -0.22% | -1.16% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 10.55% | — | -0.91% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 9.33% | +0.01% | -1.24% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 9.16% | -0.08% | -2.41% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.88% | +0.18% | -4.15% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.73% | -0.21% | -5.16% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.45% | -0.04% | -2.26% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.13% | +0.16% | -2.38% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 5.80% | -0.20% | -3.14% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.79% | -0.03% | -1.06% | |
| 11 | IVLU | Ishares Msci International V | ETF-その他 | 4.60% | +0.18% | -4.73% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.27% | -0.13% | +92.01% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.71% | -0.02% | -0.78% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.42% | +0.12% | -2.35% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 2.09% | -0.16% | -1.83% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 2.00% | +0.40% | +96.83% | |
| 17 | AXP | American Express Co | 株式-金融 | 0.03% | — | -52.25% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.02% | — | — | |
| 19 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.01% | — | — | |
| 20 | COP | Conocophillips | 株式-エネルギー | 0.01% | — | — | |
| 21 | CTVA | Corteva INC | 株式-素材 | 0.01% | — | — | |
| 22 | DOW | Dow INC | 株式-素材 | 0.01% | — | — | |
| 23 | MET | Metlife INC | 株式-金融 | — | — | EXIT |