CIK: 0001706669
申告総資産額
$3.1億
| # | 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 | JPIE | Jpmorgan Income ETF | ETF-その他 | 8.83% | +0.09% | +0.72% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 8.35% | -0.01% | -38.88% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.69% | — | -0.29% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.34% | -0.39% | -10.43% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.36% | -0.63% | +1.32% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.67% | +0.11% | -14.29% | |
| 7 | HYFI | AB High Yield ETF | ETF-ハイイールド債 | 4.53% | — | +0.31% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.67% | -0.17% | +0.25% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.64% | -0.02% | +7.87% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.30% | +0.27% | +0.90% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.24% | +0.27% | +4.32% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 3.24% | -0.40% | +1.33% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.08% | +0.36% | -5.26% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.86% | — | +1.52% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.69% | -0.08% | -12.13% | |
| 16 | PAVE | Global X US Infrastructure | ETF-その他 | 2.69% | — | +3.81% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.91% | — | +0.62% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.83% | +0.24% | +1.57% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.70% | +0.17% | -0.56% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.67% | +0.60% | -5.67% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.52% | — | -8.27% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | — | +0.39% | |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.21% | +0.05% | -9.43% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.08% | +0.08% | +1.00% | |
| 25 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.07% | +0.43% | — | |
| 26 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 1.07% | +0.04% | -2.07% | |
| 27 | REET | Ishares Global Reit ETF | ETF-その他 | 0.73% | — | — | |
| 28 | NU | Nu Holdings Ltd. | 株式-金融 | 0.59% | -0.07% | -2.09% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.12% | +39.67% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | +0.42% | +1.40% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.49% | -0.30% | +20.99% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.47% | -0.11% | -0.42% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.05% | — | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | — | -33.04% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.34% | -0.23% | +23.62% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.32% | -0.05% | +2.36% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.31% | -0.05% | +0.44% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.28% | — | — | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.28% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | -0.04% | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.27% | — | +1.43% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.27% | — | +3.31% | |
| 43 | DFIV | Dimensional International Va | ETF-その他 | 0.26% | — | — | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.25% | — | +30.62% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.25% | — | -2.54% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | — | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.22% | -0.05% | -11.17% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.21% | — | — | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.19% | — | -5.28% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.19% | — | — |