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 | 22.02% | — | -0.27% | |
| 2 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 15.08% | — | -4.31% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 9.58% | +0.23% | -0.08% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.46% | -0.19% | +2.27% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.96% | -0.27% | +0.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.91% | -0.02% | +0.29% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.87% | — | -7.18% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.03% | +0.06% | +0.87% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-その他 | 4.75% | — | +0.36% | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 4.65% | +0.01% | +1.25% | |
| 11 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 4.00% | — | +1.01% | |
| 12 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.16% | — | +1.46% | |
| 13 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.04% | — | +0.39% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | +0.12% | +1.01% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.50% | +0.03% | +0.39% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | +7.43% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | — | +21.99% | |
| 18 | PWZ | Invesco California Amt-free | ETF-その他 | 0.31% | +0.01% | +0.79% | |
| 19 | FCAL | First Trust California Munic | ETF-その他 | 0.30% | — | +0.58% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.24% | — | +3.76% | |
| 22 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.21% | +0.01% | +0.53% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.21% | -0.13% | +1.90% | |
| 24 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.20% | +0.01% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.18% | — | +2.41% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | +7.17% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | — | +9.59% | |
| 28 | SRE | Sempra | 株式-公益事業 | 0.12% | +0.01% | +0.73% | |
| 29 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.11% | — | +0.72% | |
| 30 | ARKK | Ark Innovation ETF | ETF-その他 | 0.11% | — | +10.26% |