CIK: 0001667553
申告総資産額
$1.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.82% | — | -2.02% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 15.33% | — | +65.76% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.97% | — | +78.97% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.00% | — | -1.92% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.44% | — | +1671.65% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.68% | — | -0.51% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.43% | — | +10741.24% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.31% | — | +0.92% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.14% | — | -3.68% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.64% | — | -6.27% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.13% | — | -0.28% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.08% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 2.04% | — | -0.95% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.96% | — | -0.88% | |
| 15 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 1.71% | — | +1.68% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.21% | — | -1.37% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.21% | — | -84.43% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.85% | — | +0.28% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.80% | — | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | +6.49% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | — | +0.18% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.59% | — | +0.16% | |
| 23 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.43% | — | +0.49% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.42% | — | +71.72% | |
| 25 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 0.35% | — | +0.28% | |
| 26 | CUSD | Crossingbridge Ultra-short D | ETF-その他 | 0.34% | — | -65.30% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -2.66% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | -2.10% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.31% | — | +0.78% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.29% | — | — | |
| 31 | GIS | General Mills INC | 株式-生活必需品 | 0.28% | — | -1.63% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.27% | — | +0.40% | |
| 33 | URTH | Ishares Msci World ETF | ETF-その他 | 0.25% | — | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.25% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | -2.19% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | — | +2.96% | |
| 37 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.23% | — | -45.23% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | — | -12.61% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | — | -8.40% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.18% | — | -12.15% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.17% | — | -5.86% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | -3.28% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.15% | — | +17817.65% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -8.09% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.14% | — | +0.86% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | — | +0.35% | |
| 47 | DRLL | Strive US Energy ETF | ETF-その他 | 0.11% | — | +1.17% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.09% | — | -98.99% | |
| 49 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.09% | — | +0.12% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.08% | — | — |