CIK: 0001769062
申告総資産額
$8859.7万
| # | 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 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-その他 | 12.96% | — | -5.03% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 12.32% | — | — | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.80% | — | -14.19% | |
| 4 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 7.48% | — | +7.62% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.00% | — | -8.17% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 5.19% | — | +8.35% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.43% | — | +17.93% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.02% | — | -4.36% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | — | -2.10% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | — | +4.53% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.25% | — | -5.05% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.23% | — | -5.13% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.96% | — | +6.40% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.70% | — | -18.73% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.70% | — | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.43% | — | — | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.33% | — | -27.46% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.22% | — | — | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.63% | — | -4.72% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.61% | — | -5.01% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.36% | — | +5.73% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.62% | — | — | |
| 23 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.53% | — | -2.13% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.48% | — | — | |
| 25 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.43% | — | +12.21% | |
| 26 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.42% | — | -1.76% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.33% | — | — | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | +2.00% | |
| 29 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.18% | — | -1.53% |