CIK: 0001802635
申告総資産額
$2.1億
| # | 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 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 19.14% | -1.10% | +7.31% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 6.43% | +0.35% | +12.54% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.38% | -0.13% | +6.76% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.08% | — | +11.50% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.07% | -0.47% | +9.50% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 3.34% | — | +8.43% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.32% | -0.37% | +9.47% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.27% | — | +7.19% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.17% | — | +10.17% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.06% | -0.14% | +10.85% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.80% | -0.56% | +12.60% | |
| 12 | XLB | Ss Materials Select Sector | ETF-その他 | 2.72% | — | +8.98% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.71% | +0.04% | +6.12% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 2.50% | +0.03% | +11.32% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.44% | -0.04% | +5.26% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.05% | — | +7.68% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.92% | — | +6.91% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.85% | — | +8.91% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.20% | — | +5.88% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.05% | — | +13.31% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.97% | — | +9.14% | |
| 22 | PID | Invesco International Divide | ETF-その他 | 0.91% | — | +8.89% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +4.60% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.88% | — | +14.30% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.86% | — | +3.87% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.84% | — | +7.60% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.83% | +0.19% | +15.17% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | +0.12% | +1.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.19% | +10.03% | |
| 30 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.70% | +0.04% | +5.61% | |
| 31 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 0.66% | +0.04% | +6.66% | |
| 32 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.66% | — | +7.01% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | +6.84% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.64% | — | +7.99% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | +0.04% | -3.19% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | +0.53% | -16.56% | |
| 37 | MORT | Vaneck Mortgage Reit Income | ETF-その他 | 0.63% | +0.07% | +15.28% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.61% | -0.15% | +2.66% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.61% | -0.15% | -0.51% | |
| 40 | IDRV | Ishares Self-driving Ev&tech | ETF-テック型 | 0.60% | — | +6.54% | |
| 41 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.58% | — | +13.40% | |
| 42 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.47% | -0.24% | +32.34% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +2.96% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | +0.23% | -9.35% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | -18.43% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.37% | — | +45.79% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +167.51% | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.32% | — | +2.88% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.31% | +0.16% | -0.54% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | -0.17% | — |