CIK: 0001834011
申告総資産額
$8.0億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 14.67% | -0.15% | +4.35% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 11.62% | -0.23% | +6.35% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.76% | -0.09% | +0.78% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 6.72% | — | -7.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.58% | -0.02% | +5.20% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 5.48% | +0.01% | -1.73% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.98% | -0.04% | EXIT | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.15% | -0.02% | +1.66% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.67% | -0.04% | +6.10% | |
| 10 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 3.62% | — | +1.72% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.60% | — | +5.22% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.59% | — | +6.59% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.39% | — | +4.79% | |
| 14 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.25% | — | -4.80% | |
| 15 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 3.22% | -0.18% | +6.54% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.64% | — | -10.12% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.46% | — | -1.33% | |
| 18 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.70% | +0.10% | -14.64% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.07% | -0.02% | +1.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | -0.02% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.04% | -23.53% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.56% | — | -1.57% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.38% | — | -4.60% | |
| 24 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.32% | — | -40.32% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | — | -38.76% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | -12.34% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.20% | — | — | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.19% | — | -13.51% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.18% | — | -39.58% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.18% | — | -27.14% | |
| 31 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.14% | — | — | |
| 32 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.14% | — | -38.19% | |
| 33 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 0.13% | — | -66.42% | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.10% | — | -68.06% | |
| 35 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.08% | — | — | |
| 36 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.08% | — | -23.26% | |
| 37 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 0.08% | — | -87.92% | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.08% | — | -5.98% |