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 | 10.08% | — | +5.02% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 9.60% | — | +7.06% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 6.77% | — | +0.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.21% | +0.16% | +53.73% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.11% | — | +20.95% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.54% | — | +8.86% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.47% | +0.13% | +3.61% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.17% | +0.01% | +0.43% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 4.07% | — | +5.97% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.80% | — | +55.11% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.70% | — | +5.11% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.75% | +0.06% | +4.17% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.52% | -0.11% | +0.53% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 2.32% | — | +1.11% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.50% | — | -2.15% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.36% | — | -24.11% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.25% | +0.14% | +74.96% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.23% | — | +42.62% | |
| 19 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.17% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | — | -5.23% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.11% | — | +23.83% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.10% | — | +0.46% | |
| 23 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.06% | — | +9.81% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.27% | +13.18% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.85% | +0.22% | -46.70% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.82% | +0.13% | — | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.69% | — | -17.74% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | +9.91% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.59% | — | +0.86% | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.54% | — | +46.65% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +15.63% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | +12.05% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.44% | +0.18% | +39.20% | |
| 36 | PAVE | Global X US Infrastructure | ETF-その他 | 0.42% | — | -37.84% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.40% | — | -39.62% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.28% | -0.05% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.33% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | +7.07% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | — | -27.13% | |
| 42 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.31% | — | -37.26% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.30% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | +36.78% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.29% | — | +9.69% | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.29% | — | +1.01% | |
| 47 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.28% | — | -34.42% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.26% | — | +0.95% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.25% | — | — | |
| 50 | AAPL | Apple INC | 株式-IT | 0.24% | — | -20.83% |