CIK: 0001767151
申告総資産額
$4.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.16% | -0.67% | +5.74% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.55% | — | +25.37% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.97% | — | -1.36% | |
| 4 | STC | Stewart Information Services | 株式-その他 | 3.86% | — | -10.00% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.61% | — | +11.02% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.42% | — | -0.07% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 3.13% | — | +5.35% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.73% | — | -10.29% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.64% | — | +7.99% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.59% | — | +5.66% | |
| 11 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.46% | — | +7.09% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.27% | -0.31% | -9.15% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.88% | — | +10.45% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.78% | — | +8.51% | |
| 15 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.69% | — | -6.46% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.53% | — | +8.59% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.35% | +0.40% | NEW | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | -7.32% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.17% | — | -12.33% | |
| 21 | ✓ | Phillips Edison-arc Shopping C | 株式-その他 | 1.17% | — | — | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.98% | — | -8.44% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | -0.22% | -0.96% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.87% | — | -2.20% | |
| 25 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.85% | — | -6.20% | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.84% | — | +17.49% | |
| 27 | ✓ | Cole Office & Industrial REIT | 株式-その他 | 0.83% | — | +0.16% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.79% | +0.58% | NEW | |
| 29 | AAPL | Apple INC | 株式-IT | 0.79% | — | +309.69% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.78% | — | +63.09% | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.70% | — | -0.93% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | -13.31% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.69% | — | -17.47% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.24% | +1.02% | |
| 35 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.68% | — | -1.62% | |
| 36 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.68% | — | +37.90% | |
| 37 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.67% | -0.18% | -5.90% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.66% | — | -6.18% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +0.01% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.63% | — | -15.45% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | — | — | |
| 42 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.61% | — | -15.37% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.60% | — | -16.02% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.58% | — | — | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.58% | — | +6.31% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.58% | — | -3.23% | |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.57% | — | -15.50% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.22% | +3.49% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.56% | +0.30% | NEW | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | -0.18% | -1.99% |