CIK: 0001913243
申告総資産額
$17.6億
| # | 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 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 10.51% | — | -1.84% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 9.53% | — | -2.22% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 7.35% | — | -2.40% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.06% | +0.13% | -1.35% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.65% | — | -3.10% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.57% | +0.01% | -1.15% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.49% | — | -1.72% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | +0.16% | +10.96% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 4.25% | — | -3.74% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.94% | — | -1.68% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.88% | +0.06% | -3.36% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.71% | — | +25.39% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.67% | -0.11% | +21.06% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 2.58% | — | -2.81% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.01% | — | -6.89% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.77% | +0.22% | +124.24% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.66% | — | +7.99% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.34% | — | +43.74% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.21% | — | +45.95% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.18% | — | -6.20% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | -0.27% | +0.27% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.99% | — | +3.09% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 0.96% | — | +23.67% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.93% | — | -7.51% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.79% | +0.14% | +6.40% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.74% | — | +6.11% | |
| 27 | PAVE | Global X US Infrastructure | ETF-その他 | 0.74% | — | -56.94% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.74% | — | +303.16% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | — | -3.37% | |
| 30 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.60% | — | -54.66% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.59% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +8.24% | |
| 33 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.53% | — | -54.90% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +44.12% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +1.25% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | — | — | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.47% | — | — | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.46% | — | +11.32% | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.43% | — | — | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.42% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.28% | -19.89% | |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.39% | — | +25.84% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.38% | — | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.37% | — | -23.63% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.35% | +0.18% | +13.73% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +48.02% | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.34% | — | +0.11% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.33% | — | +0.29% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.32% | +0.10% | +130.93% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.29% | — | +0.68% |