CIK: 0001952532
申告総資産額
$1861.4万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.86% | -2.02% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.65% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.94% | +1.64% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.49% | +2.37% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.84% | +4.07% | — | |
| 6 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 3.32% | -0.63% | EXIT | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.26% | +0.68% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.15% | — | — | |
| 9 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.69% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.59% | -0.31% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.44% | -0.20% | — | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.29% | +1.08% | — | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.26% | -0.27% | EXIT | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 2.04% | -0.42% | EXIT | |
| 15 | IQLT | Ishares Msci International Q | ETF-その他 | 1.84% | — | — | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.83% | -0.41% | EXIT | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.68% | -1.17% | EXIT | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.40% | +0.89% | — | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.40% | +2.14% | — | |
| 20 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.32% | +0.05% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -1.77% | EXIT | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.17% | — | — | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.96% | — | — | |
| 24 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.96% | — | — | |
| 25 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.82% | — | — | |
| 26 | PAVE | Global X US Infrastructure | ETF-その他 | 0.81% | -0.28% | EXIT | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.76% | EXIT | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | +0.05% | — | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.74% | — | — | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.74% | — | — | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.71% | — | — | |
| 33 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.55% | — | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | +2.92% | — | |
| 35 | WEP | Magellan Midstream Partners | 株式-その他 | 0.53% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | -0.57% | EXIT | |
| 37 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.53% | +0.22% | — | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.52% | — | — | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | — | |
| 40 | ARKK | Ark Innovation ETF | ETF-その他 | 0.50% | — | — | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.50% | — | — | |
| 42 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.50% | — | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.49% | — | — | |
| 44 | XLSR | Ss US Sector Rotation | ETF-その他 | 0.46% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | -0.39% | EXIT | |
| 46 | FISR | Ss Fi Sector Rotation | ETF-その他 | 0.45% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.99% | EXIT | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | -0.67% | EXIT | |
| 49 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.40% | — | — | |
| 50 | URA | Global X Uranium ETF | ETF-その他 | 0.40% | -0.36% | EXIT |