CIK: 0001802691
申告総資産額
$2.8億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 14.06% | +0.89% | +6.98% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.21% | -0.39% | +8.24% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.28% | +0.13% | +1.26% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.42% | -0.14% | -1.40% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.70% | -0.09% | +16.09% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.96% | — | +6.88% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.91% | — | -4.19% | |
| 8 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.32% | -0.04% | +7.01% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.90% | — | +0.22% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.81% | — | +16.91% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.74% | -0.01% | +4.98% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.43% | — | -4.68% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.24% | — | -28.33% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.99% | — | +5.45% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.94% | — | +9.83% | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.84% | — | +3.92% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.80% | — | +14.89% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.79% | — | +10.44% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.64% | — | -9.19% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.41% | — | — | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.19% | — | +2.65% | |
| 22 | PWZ | Invesco California Amt-free | ETF-その他 | 1.11% | — | +7.60% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.09% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | -3.54% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.92% | — | — | |
| 26 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.92% | — | -52.82% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.88% | — | -44.85% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | -1.03% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.76% | — | +143.98% | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.73% | — | +0.39% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.62% | — | +4.03% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | +0.31% | -0.69% | |
| 33 | IDLV | Invesco S&p International De | ETF-その他 | 0.58% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | -0.03% | -2.09% | |
| 35 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.47% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | -5.81% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.39% | — | -55.60% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.39% | -0.10% | -6.61% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.37% | -0.01% | -5.98% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | +0.02% | -8.73% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.24% | +0.07% | -52.64% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.01% | -7.38% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.22% | -0.06% | -8.16% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | -6.05% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | — | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.19% | — | -44.36% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | — | -21.87% |