CIK: 0001899158
申告総資産額
$2.8億
| # | 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 9.00% | -1.29% | -5.86% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 8.14% | -0.91% | -6.86% | |
| 3 | VFH | Vanguard Financials ETF | ETF-その他 | 6.33% | -4.30% | -2.47% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 3.57% | — | -6.91% | |
| 5 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 3.15% | -0.47% | +23.05% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.09% | — | -5.10% | |
| 7 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 2.88% | — | +3.71% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.19% | -0.39% | +2.08% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.05% | -1.03% | -33.33% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.04% | -0.18% | -23.82% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.01% | -0.12% | -16.46% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.00% | -0.10% | +35.97% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.97% | -0.43% | +1.55% | |
| 14 | PTF | Invesco Dorsey Wright Tech | ETF-テック型 | 1.90% | -0.37% | +11.26% | |
| 15 | CTA | Simplify Managed Futures St | ETF-その他 | 1.89% | +1.70% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.83% | +0.41% | +2.61% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.83% | -0.34% | +17.85% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.80% | -0.37% | +17.26% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | -0.08% | +2.15% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.74% | +0.53% | +71.85% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.66% | +0.45% | -14.74% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.50% | -0.19% | — | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.47% | -1.47% | EXIT | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.45% | +0.85% | +34.35% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.34% | -0.52% | -8.46% | |
| 26 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.34% | — | -0.51% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.33% | — | +10.80% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.31% | +0.40% | -7.04% | |
| 29 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.24% | +0.41% | -6.68% | |
| 30 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 1.23% | +0.42% | -9.78% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.22% | -0.95% | +1.75% | |
| 32 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 1.10% | -0.10% | +12.60% | |
| 33 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.05% | -0.67% | -11.55% | |
| 34 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.94% | +1.09% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.86% | — | +6.02% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.85% | -0.19% | +5.14% | |
| 37 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.83% | — | +2.13% | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.81% | +0.92% | — | |
| 39 | FCTE | Smi 3fourteen Full-cycl Trnd | ETF-その他 | 0.81% | +1.83% | -34.02% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | +14.88% | |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.79% | — | +7.71% | |
| 42 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.78% | -0.27% | -7.46% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.74% | — | +72.65% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.67% | -0.45% | -5.45% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.65% | — | +4.09% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | +0.33% | -19.56% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +1.84% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.63% | -0.41% | -33.39% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.60% | — | +84.98% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.44% | +0.33% | — |