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 | 7.64% | -0.87% | +53.46% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.59% | -0.01% | +1.45% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.93% | +0.01% | +3.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.68% | +0.23% | +7.68% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.16% | -0.25% | -1.49% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.83% | +0.01% | +4.77% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.79% | +0.46% | +6.27% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.75% | -0.34% | +9.99% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.71% | +0.09% | +8.02% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.60% | +0.05% | -6.02% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.58% | +0.03% | +1.70% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.44% | +0.08% | +10.72% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.44% | +0.16% | +34.81% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.38% | — | +4.61% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.28% | -0.19% | -3.58% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.26% | -0.18% | +13.01% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.20% | — | +4.01% | |
| 18 | VOX | Vanguard Communication Servi | ETF-その他 | 2.00% | -0.31% | -1.80% | |
| 19 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.96% | — | +1.53% | |
| 20 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.85% | +0.28% | -2.69% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.78% | +0.04% | +7.25% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.58% | -0.17% | -2.21% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.40% | +0.27% | +6.11% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.31% | -0.14% | -7.03% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.25% | +0.10% | +9.06% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.23% | — | +3.10% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.12% | +0.16% | +12.19% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.97% | +0.04% | +25.96% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.97% | +0.37% | +7.31% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.91% | +0.08% | -3.27% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.88% | +0.26% | +0.06% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | +7.95% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.85% | — | +11.29% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.84% | -0.16% | -0.74% | |
| 35 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.77% | +0.09% | -0.73% | |
| 36 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.75% | — | +9.43% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.75% | +0.07% | +13.49% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.75% | +0.05% | +0.62% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.73% | — | +14.80% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | +0.11% | -2.79% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.72% | -0.33% | -5.78% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.72% | — | -14.51% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | -0.15% | -0.70% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.66% | +0.11% | -0.55% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.66% | — | — | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.65% | -0.10% | +2.28% | |
| 47 | VFH | Vanguard Financials ETF | ETF-その他 | 0.64% | — | +8.84% | |
| 48 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.64% | +0.08% | +12.91% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.61% | +0.34% | +7.24% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | — | +5.08% |