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 | 10.62% | +0.89% | +2.16% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.81% | -0.39% | +2.55% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.37% | -0.14% | -0.21% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.42% | -0.09% | +2.96% | |
| 5 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.94% | -0.04% | +2.39% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.66% | -0.03% | -3.43% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.42% | -0.10% | -0.97% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.22% | +0.13% | -24.22% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.80% | — | +0.98% | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.69% | — | -4.48% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.41% | — | +1.88% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.22% | — | +0.11% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.44% | — | +7.49% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.27% | — | +111.86% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.97% | — | +0.58% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.93% | +0.14% | — | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.92% | — | +1.29% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.91% | — | +0.70% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.72% | — | +10.83% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.65% | +0.12% | +6.85% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.60% | -0.01% | -40.45% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.39% | — | -20.54% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.31% | — | +6.80% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.24% | — | -37.12% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 1.20% | — | +0.17% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.19% | — | -35.09% | |
| 27 | CMF | Ishares California Muni Bond | ETF-その他 | 1.06% | — | +46.65% | |
| 28 | PWZ | Invesco California Amt-free | ETF-その他 | 0.84% | — | -28.07% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.82% | — | +6.30% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.68% | — | — | |
| 31 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.67% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | +0.31% | +0.62% | |
| 33 | IDLV | Invesco S&p International De | ETF-その他 | 0.59% | — | +23.80% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.58% | +0.04% | +31.63% | |
| 35 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.56% | — | +8.35% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.55% | -0.01% | +30.18% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +35.87% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | +0.01% | +55.05% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | +0.08% | +47.62% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | +0.07% | +54.09% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | -0.01% | +45.18% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.02% | +3071.72% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | -0.01% | +76.39% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.27% | +0.07% | +143.01% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.21% | — | -7.97% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | +0.07% | +21.90% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.19% | — | +25.14% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | — | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.17% | — | +0.20% |