CIK: 0001716983
申告総資産額
$2.4億
| # | 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 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 19.74% | — | -11.58% | |
| 2 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 14.55% | — | +24.23% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 10.74% | +0.23% | +0.04% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.79% | -0.27% | -9.07% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.78% | -0.19% | -8.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.44% | -0.02% | +2.34% | |
| 7 | LQDI | Ishares Inflation Hedged Cor | ETF-その他 | 5.35% | -0.03% | — | |
| 8 | DSTL | Distillate US Fundamental St | ETF-その他 | 5.04% | — | -52.60% | |
| 9 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 4.64% | +0.01% | — | |
| 10 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.99% | — | -48.96% | |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.78% | — | -49.17% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.26% | +0.06% | — | |
| 13 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.17% | — | — | |
| 14 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.04% | — | — | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | +0.12% | +0.88% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.56% | +0.03% | +7.36% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | +2.23% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.32% | — | +0.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | — | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.25% | — | -7.14% | |
| 21 | PWZ | Invesco California Amt-free | ETF-その他 | 0.25% | +0.01% | +112.31% | |
| 22 | FCAL | First Trust California Munic | ETF-その他 | 0.24% | — | +125.66% | |
| 23 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.22% | +0.01% | +60.83% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.20% | -0.13% | +7.75% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | +5.46% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 0.19% | — | +13.10% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | -8.52% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.15% | +0.01% | — | |
| 29 | ✓ | Jp Morgan Exchange Traded Fd | 株式-その他 | 0.13% | — | — | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | — | +13.45% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.12% | — | — | |
| 32 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.11% | — | +0.89% |