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 | 8.68% | -2.02% | -22.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.27% | +4.07% | +33.78% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.03% | +2.37% | +16.03% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.52% | — | -45.88% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.40% | — | +431.62% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.25% | — | +296.81% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.00% | +1.64% | -37.12% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.75% | +0.97% | +837.13% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.75% | +1.08% | +11.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.36% | — | -27.84% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.27% | -0.31% | -2.86% | |
| 12 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 2.17% | -0.63% | EXIT | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.04% | +2.14% | +26.84% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | -0.20% | -26.84% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | +0.68% | -42.33% | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.76% | -1.17% | EXIT | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.74% | -0.27% | EXIT | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.74% | — | +40.71% | |
| 19 | XLSR | Ss US Sector Rotation | ETF-その他 | 1.72% | — | +257.56% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.68% | — | +333.93% | |
| 21 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.57% | — | -41.57% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.45% | — | — | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.42% | -0.41% | EXIT | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.30% | — | +297.74% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.25% | +0.89% | -8.42% | |
| 26 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.24% | +0.05% | — | |
| 27 | IQLT | Ishares Msci International Q | ETF-その他 | 1.07% | — | -48.19% | |
| 28 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.04% | — | +1.25% | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.04% | +1.38% | +857.42% | |
| 30 | PAVE | Global X US Infrastructure | ETF-その他 | 1.03% | -0.28% | EXIT | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | +0.05% | +26.52% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -1.77% | EXIT | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.76% | EXIT | |
| 34 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.71% | +0.22% | +32.16% | |
| 35 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.70% | — | +14.34% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.42% | EXIT | |
| 37 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.62% | — | +39.71% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | +2.92% | -2.11% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.60% | — | +356.12% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.60% | — | -18.09% | |
| 41 | FISR | Ss Fi Sector Rotation | ETF-その他 | 0.57% | — | +33.77% | |
| 42 | REET | Ishares Global Reit ETF | ETF-その他 | 0.56% | — | — | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.55% | — | +53.14% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | -43.83% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.50% | — | -6.57% | |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.50% | — | +154.59% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.49% | — | -0.73% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | -0.57% | EXIT | |
| 49 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.46% | — | +13.20% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -5.54% |