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 | 17.94% | +0.01% | +3.70% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.83% | -3.52% | +5.79% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.49% | +1.30% | +1.04% | |
| 4 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 6.06% | -0.39% | +2.08% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.62% | +1.16% | +0.92% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.57% | -0.11% | +12.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.37% | -0.95% | EXIT | |
| 8 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 4.12% | -1.32% | +3.57% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.68% | +0.25% | +6.34% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.67% | -0.29% | -14.11% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.55% | -0.13% | +1.97% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.22% | +0.42% | +3.29% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.84% | -0.04% | — | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.37% | -0.30% | +1.24% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.24% | +0.05% | +1.03% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.98% | -0.02% | -1.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | +0.40% | +0.36% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.85% | -0.08% | +5.92% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.63% | — | -4.83% | |
| 20 | PLD | Prologis INC | 株式-不動産 | 1.44% | — | +0.79% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.34% | -0.05% | +25.95% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.17% | — | -2.73% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.10% | — | -0.05% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.90% | — | +2.21% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.73% | — | +6.80% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.68% | — | +2.25% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.68% | — | +1.39% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | -0.02% | +0.52% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | — | +2.35% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | +0.11% | — | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.38% | — | +2.00% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.35% | — | +1.05% | |
| 33 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.30% | — | -0.32% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.24% | -0.02% | +1.14% | |
| 36 | EQR | Equity Residential | 株式-不動産 | 0.19% | — | -28.88% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.18% | -0.15% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.17% | — | +1.30% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.16% | — | +0.69% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.15% | — | — | |
| 41 | PGX | Invesco Preferred ETF | ETF-その他 | 0.09% | — | +1.80% |