CIK: 0001810224
申告総資産額
$1.9億
| # | 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 19.66% | — | -0.32% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 19.40% | — | -1.35% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 13.20% | — | +1.06% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 7.18% | — | +7.03% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.54% | — | -1.80% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.85% | — | +0.77% | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-その他 | 4.67% | — | +1.80% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.31% | — | +3.30% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.22% | — | +3.39% | |
| 10 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 4.07% | — | -2.53% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.02% | — | +1.51% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 3.27% | — | +2.36% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.63% | — | +1.90% | |
| 14 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.41% | — | +1.90% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -1.78% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.37% | — | -3.95% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.17% | — | +0.27% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.15% | — | +7.20% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.14% | — | -6.38% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.13% | — | — |