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 | 7.37% | — | -2.97% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.56% | — | +2.90% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.46% | +0.16% | +41.27% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 4.55% | — | -5.28% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.67% | — | +1.96% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.49% | — | +31.88% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.25% | — | +2.16% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.21% | +0.13% | -3.29% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.09% | +0.01% | +5.29% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.82% | — | -1.83% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.61% | — | -4.39% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.98% | +0.14% | +127.70% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.91% | +0.06% | +0.99% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.82% | — | +77.82% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.63% | -0.11% | -3.63% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.51% | — | +36.82% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.33% | — | -23.58% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.22% | — | +40.49% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.21% | — | +40.95% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | -0.27% | +53.49% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.16% | — | +50.71% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.06% | — | +34.10% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | — | +35.24% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.05% | +0.13% | +73.50% | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.85% | — | +9.61% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.18% | +153.89% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.28% | +191.51% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +102.42% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.67% | — | +29.58% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.63% | — | +76.02% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | +319.25% | |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.59% | — | +62.59% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.58% | — | +84.83% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +60.56% | |
| 35 | GTOQ | Inv Hig Yeld Sys Bnd Etf-usd | ETF-その他 | 0.53% | — | +354.39% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.52% | — | +467.05% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.47% | -0.28% | — | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.45% | — | +6.84% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | +370.98% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | — | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | +0.22% | -27.75% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.43% | — | +146.33% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | +28.10% | |
| 44 | AAPL | Apple INC | 株式-IT | 0.41% | — | +128.85% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.09% | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | — | |
| 47 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.38% | — | — | |
| 48 | ACN | Accenture plc | 株式-IT | 0.36% | — | — | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | +49.69% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | — |