CIK: 0001713558
申告総資産額
$7.5億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 29.70% | -0.10% | -1.45% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 9.74% | +1.78% | -0.98% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.61% | -0.31% | +0.20% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 6.73% | -0.06% | +7.68% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 6.69% | +0.08% | +2.97% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 5.58% | -0.28% | +0.39% | |
| 7 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 3.48% | -0.09% | +55.58% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.99% | -0.15% | -6.48% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.80% | +0.02% | -6.56% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.08% | -0.05% | +43.36% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | -0.29% | -5.48% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.60% | -0.04% | +114.87% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.38% | +0.06% | +1008.57% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.34% | +0.03% | -0.90% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.38% | +24.00% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | -0.07% | -5.90% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.93% | -0.04% | +216.61% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.91% | -0.13% | +257.90% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.83% | — | -8.76% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | -0.02% | +4.56% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | -0.04% | -1.53% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.58% | +0.09% | +73.71% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.56% | -0.03% | +2.52% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.49% | -0.16% | +17.93% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | +0.01% | +0.67% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.15% | +1.76% | |
| 27 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.44% | -0.03% | +895.66% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.41% | — | +59.91% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.08% | +6.96% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | — | -4.28% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.29% | — | -3.90% | |
| 32 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 0.29% | -0.06% | +42.37% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.24% | +0.01% | -20.15% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.19% | — | +238.79% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.16% | +0.01% | +0.54% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.15% | — | -16.84% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | -0.01% | -2.89% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.15% | — | -2.46% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.15% | — | +0.18% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | -0.02% | -11.76% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.14% | -0.03% | +1.23% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.14% | — | -0.05% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | — | -1.07% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.13% | — | +0.22% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.12% | — | +0.46% | |
| 46 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-その他 | 0.12% | — | +210.10% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | +9.79% | |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.12% | +0.39% | +142.39% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.11% | -0.03% | +12.15% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | -3.73% |