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 | 10.68% | +0.89% | +5.03% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.57% | -0.39% | +2.47% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.44% | -0.14% | +3.34% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.31% | +0.13% | +3.61% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.88% | -0.09% | +2.67% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.25% | -0.03% | +2.94% | |
| 7 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.88% | -0.04% | +3.98% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.34% | -0.10% | +3.20% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.02% | — | +2.52% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.66% | — | +3.20% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.57% | — | +6.34% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.43% | — | +4.57% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.70% | -0.01% | -0.81% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.38% | — | +5.53% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.14% | — | +0.42% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.00% | — | +5.91% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.94% | — | +6.43% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.94% | — | +6.10% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.91% | — | +7.04% | |
| 20 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.91% | — | +6.15% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.84% | +0.12% | +4.12% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.23% | — | -15.88% | |
| 23 | PWZ | Invesco California Amt-free | ETF-その他 | 1.20% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | — | +16.93% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.78% | — | -1.13% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 0.75% | — | +36.64% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.73% | — | +31.07% | |
| 28 | CMF | Ishares California Muni Bond | ETF-その他 | 0.62% | — | +6.90% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | +0.31% | +0.81% | |
| 30 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.56% | — | +0.93% | |
| 31 | IDLV | Invesco S&p International De | ETF-その他 | 0.51% | — | — | |
| 32 | AAPL | Apple INC | 株式-IT | 0.50% | -0.01% | +2.94% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.37% | +0.04% | +4.74% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | +0.07% | -4.96% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | +0.08% | +3.77% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | +0.01% | +22.40% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.29% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +10.97% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | +0.07% | +36.27% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | +0.02% | +5.74% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | -0.01% | +8.17% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | -0.01% | +12.08% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | — | +0.93% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.19% | — | +2.49% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.17% | — | — | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.16% | — | -2.91% | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.15% | — | — | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.14% | -0.09% | EXIT |