CIK: 0002054942
申告総資産額
$4808.5万
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 5.74% | +0.02% | +7.72% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.41% | -0.01% | +0.22% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.05% | -0.19% | -1.15% | |
| 4 | OHI | Omega Healthcare Investors | 株式-不動産 | 4.99% | -0.16% | +3.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.78% | -0.29% | -4.16% | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.67% | -0.25% | -2.04% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.60% | +0.03% | +1.68% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.09% | — | +10.11% | |
| 9 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 2.70% | -0.22% | -11.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.15% | +0.34% | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.04% | -0.11% | — | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.04% | — | +119.76% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.96% | +0.01% | +12.79% | |
| 14 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.86% | — | -2.45% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.85% | +0.07% | +12.82% | |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.78% | — | +8.63% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.76% | — | -4.63% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | -0.08% | — | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.60% | +0.05% | — | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.58% | +0.04% | +30.16% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.52% | — | +3.45% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.45% | -0.11% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.44% | — | — | |
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.43% | — | +1.29% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.37% | -0.13% | — | |
| 26 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 1.32% | +0.02% | -1.17% | |
| 27 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 1.26% | -0.33% | -4.15% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.19% | — | +2.48% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.16% | +0.07% | +6.37% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | +0.44% | — | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.15% | +0.05% | — | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.08% | +5.67% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.09% | +0.04% | +62.32% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | +0.04% | — | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.08% | +0.44% | +8.07% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | +26.21% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | -0.24% | — | |
| 38 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.99% | +0.06% | -7.48% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | +0.80% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.92% | -0.07% | — | |
| 41 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.92% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | +0.09% | -11.37% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.85% | — | — | |
| 44 | BLK | Blackrock INC | 株式-金融 | 0.83% | -0.09% | — | |
| 45 | PGX | Invesco Preferred ETF | ETF-その他 | 0.82% | — | -12.29% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.79% | — | +12.47% | |
| 47 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.79% | — | -9.41% | |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.06% | — | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.76% | +0.44% | +15.22% |