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 | 12.41% | -0.15% | +3.08% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.97% | +0.29% | +7.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.29% | +0.14% | +14.80% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.89% | +0.11% | +17.29% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.23% | -0.04% | +10.73% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.85% | -0.09% | +28.77% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-その他 | 6.77% | — | +702.67% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.41% | +0.13% | +7.66% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.60% | +0.75% | +5.14% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.91% | +0.04% | +8.93% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.42% | +0.12% | +9.14% | |
| 12 | AIG | American International Group | 株式-金融 | 3.17% | — | — | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.14% | -0.25% | +9.71% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.78% | — | +32.00% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.37% | — | -1.19% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.34% | +0.01% | +4.80% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.93% | +0.24% | +108.18% | |
| 18 | PRIV | State Street IG Public & Private Credit ETF | ETF-その他 | 1.66% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.54% | -0.08% | — | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -60.49% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.02% | -3.53% | |
| 22 | GOOG | Alphabet A | 株式-通信サービス | 0.29% | — | — | |
| 23 | JPM | JPMorgan Chase & Co. | 株式-金融 | 0.24% | — | — |