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 | 13.47% | +0.89% | +1.55% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.44% | -0.39% | +3.21% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.10% | +0.13% | -7.96% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.09% | -0.14% | -1.52% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.73% | -0.09% | -1.07% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.64% | — | -3.08% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.45% | — | -10.17% | |
| 8 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.17% | -0.04% | +2.90% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.73% | -0.01% | +5.15% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.72% | — | -6.20% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.55% | — | +89.56% | |
| 12 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.43% | — | +135.35% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.34% | — | +1.39% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.02% | — | -26.61% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.01% | — | +1.60% | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.99% | — | +11.97% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.95% | — | +15.09% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.94% | — | +11.48% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.93% | -0.10% | +425.81% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.77% | — | +98.19% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.40% | — | +24.05% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.35% | — | -28.49% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | -0.03% | +130.46% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.15% | — | -30.04% | |
| 25 | PWZ | Invesco California Amt-free | ETF-その他 | 1.08% | — | +1.51% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | +6.04% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.92% | — | +15.72% | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.90% | — | -57.69% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | — | +10.27% | |
| 30 | IDLV | Invesco S&p International De | ETF-その他 | 0.72% | — | +27.27% | |
| 31 | CMF | Ishares California Muni Bond | ETF-その他 | 0.70% | — | +1.08% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | +0.31% | -10.83% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | — | -9.09% | |
| 34 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.52% | — | +19.92% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | +0.12% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.38% | -0.01% | +243.54% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.36% | — | -11.56% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | +0.02% | -18.26% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.26% | +0.04% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.01% | -15.85% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | +0.07% | -9.38% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -8.71% | |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.19% | — | -77.93% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | +0.08% | — | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | — | -8.58% | |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.18% | — | -79.49% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.18% | -0.06% | -15.40% |