CIK: 0001911328
申告総資産額
$1.3億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.86% | +0.01% | +78.77% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.12% | -0.02% | +1.04% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.97% | -3.52% | +3.83% | |
| 4 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 6.73% | -0.39% | -23.12% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.44% | +1.30% | +0.41% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.71% | +1.16% | -8.87% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.39% | -0.11% | +12.32% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 5.26% | -0.29% | +33.95% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.78% | -0.95% | EXIT | |
| 10 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 4.22% | -1.32% | +16.11% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.20% | -0.13% | +10.12% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.79% | +0.25% | -22.61% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.25% | -0.30% | +27.94% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.70% | — | -0.92% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.27% | +0.05% | +2.24% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.00% | — | -15.60% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | +0.42% | -1.38% | |
| 18 | PLD | Prologis INC | 株式-不動産 | 1.59% | — | +109.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.54% | +0.40% | +126.91% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.45% | — | +298.86% | |
| 21 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.23% | — | +16.93% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.03% | — | +80.60% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.93% | — | -3.36% | |
| 24 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.82% | — | +1.55% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.78% | — | +88.89% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.76% | — | +10.82% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | -0.05% | — | |
| 28 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.69% | — | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | -0.02% | +35.18% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | +0.11% | +8.91% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.44% | — | +2.63% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | — | +0.05% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.43% | — | -37.95% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.42% | — | +0.41% | |
| 35 | EQR | Equity Residential | 株式-不動産 | 0.40% | — | -5.69% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.38% | — | — | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.35% | — | -72.82% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.28% | -0.02% | +0.47% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.21% | — | -88.37% | |
| 40 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.18% | — | — | |
| 41 | PGX | Invesco Preferred ETF | ETF-その他 | 0.13% | — | — | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.11% | -0.15% | — |