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 | 5.94% | -0.87% | -17.84% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.66% | +0.23% | -0.19% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.57% | +0.01% | -0.39% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.97% | -0.01% | -3.43% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.82% | +0.09% | +1.84% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.69% | +0.01% | -0.72% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.56% | +0.46% | +1.83% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.53% | -0.25% | -1.63% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 2.50% | +0.10% | +4.27% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.50% | -0.19% | +0.38% | |
| 11 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.47% | +0.05% | -2.45% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | -0.18% | — | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.32% | +0.08% | +5.96% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.28% | +0.16% | +4.37% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.17% | -0.34% | -2.13% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.15% | +0.07% | +97.41% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.06% | — | -0.04% | |
| 18 | EWU | Ishares Msci United Kingdom | ETF-その他 | 2.06% | +0.28% | +1.18% | |
| 19 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.03% | — | +0.42% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.03% | +0.04% | +16.27% | |
| 21 | VOX | Vanguard Communication Servi | ETF-その他 | 1.96% | -0.31% | -3.32% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.88% | -0.17% | +0.76% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.87% | — | -0.43% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.66% | — | +112.39% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.56% | -0.16% | -1.67% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.56% | +0.03% | -1.56% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.49% | +0.19% | -1.11% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.43% | -0.33% | +4.77% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.40% | — | +0.90% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.26% | +0.27% | +2.69% | |
| 31 | VFH | Vanguard Financials ETF | ETF-その他 | 1.10% | — | +6.63% | |
| 32 | AAPL | Apple INC | 株式-IT | 1.06% | -0.14% | -1.97% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.98% | +0.16% | +6.49% | |
| 34 | XLB | Ss Materials Select Sector | ETF-その他 | 0.97% | +0.34% | +111.79% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.91% | +0.37% | +7.39% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.89% | +0.04% | +1.54% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.86% | +0.12% | +1.26% | |
| 38 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.80% | +0.09% | +1.04% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.76% | -0.12% | -0.55% | |
| 40 | VAW | Vanguard Materials ETF | ETF-その他 | 0.75% | — | +4.73% | |
| 41 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.75% | — | -2.82% | |
| 42 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.75% | — | -5.75% | |
| 43 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.74% | +0.26% | -2.71% | |
| 44 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.71% | +0.14% | +2.07% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.69% | — | +1.93% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.66% | +0.08% | +7.65% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | -0.15% | +102.94% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.61% | — | — | |
| 49 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.61% | — | -1.71% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.56% | +0.05% | -2.11% |