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 | 7.93% | -0.87% | +12.81% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.24% | -0.01% | -0.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.10% | +0.23% | +8.81% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.06% | +0.01% | -0.81% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.68% | +0.01% | -0.51% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.68% | +0.09% | +3.43% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.67% | +0.46% | +3.71% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.54% | -0.25% | -7.42% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.53% | -0.19% | +8.44% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.46% | -0.34% | +5.08% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.41% | — | -3.55% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | -0.18% | +4.10% | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.36% | +0.05% | -4.12% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.32% | +0.08% | +2.60% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.23% | +0.03% | -7.32% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.22% | — | +1.59% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.13% | +0.16% | -4.82% | |
| 18 | VOX | Vanguard Communication Servi | ETF-その他 | 2.09% | -0.31% | -0.52% | |
| 19 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.88% | +0.28% | +4.49% | |
| 20 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.81% | — | -1.58% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.79% | +0.10% | +47.36% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | -0.17% | +4.40% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.72% | +0.04% | +5.32% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.34% | +0.27% | +2.97% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.29% | — | +2.65% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.19% | -0.14% | +3.73% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.12% | +0.07% | +31.80% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.06% | -0.16% | +11.43% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.00% | +0.16% | -3.33% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.96% | +0.37% | +5.65% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.95% | +0.04% | +4.85% | |
| 32 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.94% | -0.33% | +15.04% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | — | +93.46% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.83% | +0.09% | +4.24% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.82% | — | — | |
| 36 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.80% | +0.26% | -1.43% | |
| 37 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.75% | +0.08% | -8.67% | |
| 38 | XLB | Ss Materials Select Sector | ETF-その他 | 0.75% | +0.34% | +24.42% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | -9.29% | |
| 40 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.71% | — | +1.89% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | -0.15% | +5.84% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.69% | — | +3.68% | |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.68% | — | -8.91% | |
| 44 | EWH | Ishares Msci Hong Kong ETF | ETF-その他 | 0.63% | — | -1.19% | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.63% | — | -0.96% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.14% | -0.17% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.62% | +0.08% | +5.98% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.60% | +0.05% | -15.76% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.59% | -0.12% | +1.97% | |
| 50 | VDE | Vanguard Energy ETF | ETF-その他 | 0.55% | +0.11% | -3.88% |