CIK: 0001845943
申告総資産額
$4.6億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.61% | — | +9.70% | |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 6.53% | — | -13.81% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.32% | — | -12.13% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.81% | — | -15.95% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.72% | — | -15.78% | |
| 6 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 3.70% | — | -15.49% | |
| 7 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 3.52% | — | -13.46% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.39% | +0.52% | -16.32% | |
| 9 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 3.35% | — | -15.85% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.85% | — | +277.66% | |
| 11 | DWM | Wisdomtree International Equ | ETF-その他 | 2.77% | — | -11.76% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 2.69% | — | -13.95% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.20% | +0.70% | -16.42% | |
| 14 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.43% | — | -14.42% | |
| 15 | IYT | Ishares US Transportation Et | ETF-その他 | 1.40% | — | -2.52% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.37% | — | -0.77% | |
| 17 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 1.36% | -0.33% | +310.47% | |
| 18 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.36% | -0.40% | +319.19% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.31% | — | -16.71% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.30% | — | -0.60% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.27% | — | -2.48% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.25% | — | -3.12% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.25% | — | -16.86% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.22% | — | -14.18% | |
| 25 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 1.22% | — | -4.49% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.21% | — | -16.29% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.12% | — | -18.41% | |
| 28 | PAVE | Global X US Infrastructure | ETF-その他 | 1.10% | — | -4.00% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.07% | — | -2.31% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.05% | — | +31.39% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | — | -1.20% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.95% | — | +242.59% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.92% | -0.12% | +24.36% | |
| 34 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.91% | — | -3.46% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.91% | — | +265.87% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.84% | — | -0.49% | |
| 37 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.76% | — | +3.14% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.73% | — | -11.69% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -5.92% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | — | +41.09% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | +1928.18% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | +39.74% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -32.15% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.59% | — | -17.12% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.16% | -18.55% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | +131.37% | |
| 47 | IDV | Ishares International Select | ETF-その他 | 0.54% | — | +306.25% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.49% | — | +245.34% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.48% | -0.08% | -9.15% | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.41% | — | -11.38% |