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 | 17.11% | -0.15% | +15.89% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 10.98% | -0.23% | +3.59% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.30% | -0.09% | -1.67% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.87% | — | -5.05% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.92% | +0.01% | -2.34% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.31% | -0.04% | EXIT | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.04% | — | +15.79% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.03% | -0.04% | +5.80% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.75% | -0.02% | -41.45% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.64% | — | +8.09% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.50% | -0.02% | -6.66% | |
| 12 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 3.43% | — | +4.04% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.32% | — | +8.74% | |
| 14 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 3.23% | -0.18% | +8.59% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.33% | — | +3.72% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.23% | — | -5.53% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.94% | -0.07% | — | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.88% | — | +941.08% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.72% | — | -41.47% | |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.59% | +0.10% | +1.23% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.16% | -0.02% | +12.03% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.64% | — | +19.67% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.54% | — | — | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.51% | +0.18% | — | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.49% | -0.04% | — | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.42% | — | +17.04% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.04% | +2.92% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.34% | +0.65% | — | |
| 29 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.33% | — | — | |
| 30 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.33% | — | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.33% | — | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.32% | +1.12% | NEW | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.32% | — | — | |
| 34 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.27% | — | -8.68% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.21% | — | -0.54% | |
| 36 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.21% | — | +67.99% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.20% | — | +1.71% | |
| 38 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.18% | — | -0.50% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.16% | — | -8.26% | |
| 40 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.13% | — | +1.33% | |
| 41 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.12% | — | — | |
| 42 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.10% | — | — | |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.08% | — | — | |
| 44 | F | Ford Motor Co | 株式-一般消費財 | 0.07% | — | -3.19% | |
| 45 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.07% | — | -4.51% |