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 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.96% | -0.19% | +1.01% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.93% | +0.02% | +1.94% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.81% | -0.01% | +2.24% | |
| 4 | OHI | Omega Healthcare Investors | 株式-不動産 | 4.78% | -0.16% | -0.57% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.22% | -0.29% | -12.93% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.35% | +0.03% | +0.42% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.34% | — | +14.94% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.07% | -0.25% | — | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.68% | — | +1.00% | |
| 10 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 2.26% | -0.22% | — | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.08% | +0.07% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | +0.34% | -4.37% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.91% | — | -1.20% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.69% | — | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.61% | -0.11% | — | |
| 16 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.49% | +0.01% | -4.22% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.47% | +0.05% | — | |
| 18 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.47% | — | — | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.42% | +0.04% | +0.97% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.40% | — | — | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.40% | -0.13% | — | |
| 22 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 1.33% | -0.33% | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.32% | -0.11% | -10.65% | |
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.29% | — | -2.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | -0.08% | — | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.25% | — | +31.62% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.08% | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | — | +0.75% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 1.18% | -0.24% | — | |
| 30 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 1.18% | +0.02% | — | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.09% | +0.06% | -2.06% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | — | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.06% | +0.05% | — | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.06% | — | +1.80% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.05% | — | +12.24% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.02% | +0.04% | +3.14% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.00% | +0.04% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.44% | — | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.95% | +0.03% | — | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.95% | — | +4.95% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.93% | +0.07% | — | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.90% | +0.44% | +0.24% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.86% | -0.07% | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | +0.09% | — | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.80% | — | — | |
| 47 | BLK | Blackrock INC | 株式-金融 | 0.78% | -0.09% | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | +0.08% | — | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.70% | +0.44% | — | |
| 50 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 0.68% | +0.03% | +25.36% |