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 | 11.95% | +0.89% | -2.94% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.87% | -0.39% | -3.51% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.22% | -0.14% | -1.59% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.86% | +0.13% | -15.31% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.94% | -0.09% | -3.31% | |
| 6 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.93% | -0.04% | +2.39% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.52% | — | -1.02% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.33% | — | -7.90% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.99% | -0.10% | +126.27% | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.27% | — | +47.03% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.22% | — | +161.58% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.07% | -0.03% | +149.65% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.81% | -0.01% | +10.83% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.79% | — | -2.78% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.08% | — | +0.40% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.08% | — | -5.22% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.87% | — | +1.52% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.85% | — | +0.93% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.84% | — | +2.29% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.83% | — | +8.30% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.56% | — | +21.98% | |
| 22 | PWZ | Invesco California Amt-free | ETF-その他 | 1.22% | — | +21.92% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.11% | — | -4.51% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.02% | +0.12% | +102.14% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | -0.24% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | — | — | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.81% | — | -2.81% | |
| 28 | IDLV | Invesco S&p International De | ETF-その他 | 0.68% | — | -3.01% | |
| 29 | CMF | Ishares California Muni Bond | ETF-その他 | 0.64% | — | -0.51% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | +0.31% | +294.83% | |
| 31 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.57% | — | -3.02% | |
| 32 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -3.35% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.40% | -0.01% | +1.29% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.39% | — | -79.14% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.38% | — | +93.48% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.26% | +0.04% | +4.33% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | +0.02% | +3.19% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | — | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.21% | — | -82.74% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.21% | +0.07% | -9.88% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | +0.08% | +1.36% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.01% | -0.83% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | — | -1.06% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.18% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | -0.01% | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | — | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.16% | -0.06% | — |