CIK: 0001827845
申告総資産額
$1.0億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 13.30% | +9.34% | -0.26% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 12.82% | +14.68% | -20.70% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.57% | +2.22% | +36.48% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 8.21% | +4.29% | -0.25% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 7.54% | -1.88% | — | |
| 6 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-その他 | 6.64% | +2.80% | +35.84% | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 6.55% | +5.94% | -0.36% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.55% | -0.82% | -0.76% | |
| 9 | SLV | Ishares Silver Trust | ETF-コモディティ | 4.89% | +4.09% | NEW | |
| 10 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 4.64% | +0.27% | -0.11% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.12% | -0.16% | -0.12% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.10% | +0.21% | -0.49% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.37% | +0.11% | — | |
| 14 | BSY | Bentley Systems Inc-class B | 株式-IT | 2.27% | +0.40% | — | |
| 15 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.23% | -0.17% | — | |
| 16 | MLN | Vaneck Long Muni ETF | ETF-その他 | 1.18% | — | -0.88% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.17% | -0.12% | — | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.46% | -0.03% | +5.96% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.02% | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.35% | +0.09% | — | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.33% | — | -0.56% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | +0.07% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | — | -0.40% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.25% | -0.02% | -2.20% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.24% | -0.03% | -1.80% | |
| 26 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.22% | +0.03% | — |