CIK: 0001633288
申告総資産額
$6.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.01% | -0.15% | +35.36% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.08% | +0.29% | -4.53% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.13% | +0.14% | +8.93% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.15% | +0.11% | +3.25% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.05% | -0.04% | +26.08% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-その他 | 6.85% | — | -83.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.32% | +0.13% | -1.23% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.75% | -0.09% | -39.50% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.67% | +0.75% | -16.57% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.88% | +0.04% | -3.30% | |
| 11 | AIG | American International Group | 株式-金融 | 3.57% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.38% | +0.12% | +23.54% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.14% | -0.25% | -13.65% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.52% | — | -2.81% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.35% | +0.01% | +0.87% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.27% | — | -17.37% | |
| 17 | PRIV | State Street IG Public & Private Credit ETF | ETF-その他 | 1.79% | — | -49.64% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.32% | — | +49.66% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.16% | — | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.02% | +0.24% | -64.10% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.68% | -0.08% | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | -0.02% | +3.66% | |
| 23 | GOOG | Alphabet A | 株式-通信サービス | 0.34% | — | — | |
| 24 | JPM | JPMorgan Chase & Co. | 株式-金融 | 0.26% | — | — |