CIK: 0001959415
申告総資産額
$2.9億
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 5.07% | -0.87% | -14.56% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.67% | -0.01% | +6.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.87% | +0.23% | -4.36% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 3.66% | +0.05% | +2.63% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.64% | -0.25% | +2.71% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.50% | +0.01% | +3.11% | |
| 7 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.88% | — | +0.18% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.87% | +0.01% | -1.00% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.77% | +0.03% | +2.74% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.72% | +0.46% | +2.37% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.65% | +0.09% | +7.83% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.52% | -0.34% | +3.78% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.47% | — | +6.33% | |
| 14 | VOX | Vanguard Communication Servi | ETF-その他 | 2.35% | -0.31% | -3.12% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.28% | — | +4.65% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.19% | +0.08% | +1.14% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-その他 | 2.15% | +0.28% | +5.82% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.14% | -0.19% | +12.20% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.98% | +0.04% | -9.04% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.74% | +0.27% | -2.93% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.70% | -0.17% | +4.30% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.53% | -0.14% | +1.37% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.36% | — | -3.14% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.24% | +0.37% | +3.52% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.18% | +0.98% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.09% | -0.16% | +5.94% | |
| 27 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.07% | +0.08% | +1.67% | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.02% | — | +3.49% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.02% | +0.16% | -2.43% | |
| 30 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.02% | +0.26% | -2.02% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.01% | +0.04% | -7.91% | |
| 32 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.95% | +0.09% | +6.78% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.93% | — | +7.31% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.92% | +0.16% | -46.03% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.90% | +0.10% | +1.58% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.86% | -0.33% | +5.73% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.80% | +0.05% | +4.42% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.78% | +0.07% | +5.14% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | +3.39% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.75% | +0.11% | +5.02% | |
| 41 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.74% | +0.10% | -3.95% | |
| 42 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.70% | — | +1.98% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.69% | +0.11% | -0.26% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.68% | -0.12% | -8.37% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.68% | — | -1.36% | |
| 46 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.65% | — | -0.17% | |
| 47 | VFH | Vanguard Financials ETF | ETF-その他 | 0.63% | — | -3.29% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.63% | -0.15% | +2.81% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.61% | +0.34% | +4.03% | |
| 50 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.61% | -0.10% | +8.72% |