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 | 16.73% | +0.01% | +57.28% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.48% | -3.52% | +24.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.32% | +1.30% | +15.55% | |
| 4 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 6.30% | -0.39% | +2.31% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.66% | +1.16% | +1.16% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.82% | -0.11% | -0.02% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 4.73% | -0.29% | +0.83% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.54% | -0.95% | EXIT | |
| 9 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 4.02% | -1.32% | +0.56% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.78% | -0.13% | -0.22% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.42% | +0.25% | -4.46% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.94% | -0.30% | +0.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.79% | +0.42% | +46.42% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.36% | +0.05% | +8.72% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.14% | -0.02% | -66.55% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | +0.40% | +22.32% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.80% | — | +0.40% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.76% | -0.08% | — | |
| 19 | PLD | Prologis INC | 株式-不動産 | 1.43% | — | +0.69% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.38% | — | +2.97% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.30% | — | -46.90% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | -0.05% | +58.50% | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.94% | — | -16.71% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.91% | — | +0.75% | |
| 25 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.74% | — | +1.63% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | +0.93% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.69% | — | +1.63% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.58% | -0.02% | +0.35% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.57% | — | -31.52% | |
| 30 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.56% | — | +0.20% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | +0.11% | — | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | — | — | |
| 33 | EQR | Equity Residential | 株式-不動産 | 0.40% | — | +2.14% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | — | +0.76% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.39% | — | +1.38% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.38% | — | +0.62% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.36% | — | +0.96% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | -0.02% | +0.79% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.19% | — | +0.76% | |
| 40 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.17% | -0.15% | — | |
| 41 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.16% | — | +0.87% | |
| 42 | PGX | Invesco Preferred ETF | ETF-その他 | 0.09% | — | -20.33% |