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 | 20.01% | — | -1.73% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 19.18% | — | -1.47% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 13.14% | — | +1.81% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 6.76% | — | -0.32% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.05% | — | +46.58% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.48% | — | +3.95% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.19% | — | +2.71% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.21% | — | -4.63% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.01% | — | +2.28% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-その他 | 3.76% | — | -20.00% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.75% | — | +39.76% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 3.01% | — | +3.21% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.69% | — | -2.04% | |
| 14 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.41% | — | -7.00% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.57% | — | +0.09% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.44% | — | +19.85% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.17% | — | -1.69% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | — | -6.44% |