CIK: 0001444864
申告総資産額
$2.0億
| # | 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 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 29.31% | -1.57% | — | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 21.45% | -2.27% | — | |
| 3 | CAPE | Doubleline Shiller Cape US | ETF-その他 | 18.88% | -4.02% | -4.84% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 15.29% | -0.77% | -2.60% | |
| 5 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 11.03% | +0.06% | — | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.03% | -0.05% | +12.89% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.98% | -0.11% | +11.01% | |
| 8 | XLB | Ss Materials Select Sector | ETF-その他 | 0.88% | -0.19% | +21.83% | |
| 9 | ALLY | Ally Financial INC | 株式-金融 | 0.38% | -0.05% | +7.73% | |
| 10 | UPWK | Upwork INC | 株式-その他 | 0.30% | -0.24% | +10.23% | |
| 11 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.19% | -0.04% | +11.22% | |
| 12 | OSCR | Oscar Health INC - Class A | 株式-ヘルスケア | 0.15% | -0.05% | +14.21% | |
| 13 | ULCC | Frontier Group Holdings INC | 株式-その他 | 0.13% | -0.05% | +2.12% |