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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.87% | -0.39% | +0.15% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.74% | +0.89% | -4.67% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.68% | -0.14% | +1.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.08% | -0.03% | +4.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.50% | -0.09% | +0.29% | |
| 6 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 4.97% | -0.04% | +0.74% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.77% | +0.14% | +17.63% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.06% | -0.10% | -0.57% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.74% | — | +3.24% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.51% | — | +3.85% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.41% | — | -2.61% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.40% | — | +1.25% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.55% | — | +4.63% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.23% | — | -6.27% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.84% | — | +1.74% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.83% | — | +0.56% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.80% | — | +1.68% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.77% | +0.12% | +6.01% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.63% | — | +27.47% | |
| 20 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 1.60% | — | +13.00% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.58% | — | +11.95% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.57% | +0.13% | -28.87% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.56% | -0.01% | +17.78% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.33% | — | -6.67% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 1.10% | — | +19.47% | |
| 26 | CMF | Ishares California Muni Bond | ETF-その他 | 1.00% | — | -6.88% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.88% | — | +4.61% | |
| 28 | PWZ | Invesco California Amt-free | ETF-その他 | 0.86% | — | +22.60% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | +0.31% | +23.14% | |
| 30 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.56% | — | -0.98% | |
| 31 | IDLV | Invesco S&p International De | ETF-その他 | 0.56% | — | +2.81% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.54% | -0.01% | +5.78% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | +0.01% | +1.70% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.47% | +0.04% | +3.70% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +1.81% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | — | -4.33% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.01% | +0.87% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -3.55% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | — | +86.42% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.08% | +10.23% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.35% | +0.07% | +15.15% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | +0.02% | +15.39% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | -0.01% | +20.63% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | — | |
| 45 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.25% | — | -40.18% | |
| 46 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.25% | — | +51.37% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | +0.07% | +24.20% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.22% | — | -45.99% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | +28.57% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.19% | — | — |