CIK: 0001766067
申告総資産額
$4.3億
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 15.81% | -0.38% | +3.22% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 15.80% | +0.33% | -1.75% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 13.12% | +0.90% | -3.93% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 12.61% | -0.04% | +0.66% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 10.65% | -0.67% | +15.79% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.94% | +0.42% | +2.23% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 7.22% | -0.43% | +9.63% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.61% | -0.04% | +4.85% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.98% | -0.26% | +10.49% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.41% | — | +4.75% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | +0.02% | +6.39% | |
| 12 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.79% | — | -4.93% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.03% | +13.76% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.63% | +0.03% | +6.35% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.40% | -0.02% | -17.49% | |
| 17 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.37% | -0.01% | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | -0.02% | +36.06% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | — | +0.63% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | — | +1.26% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.33% | -0.01% | +0.70% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.32% | — | -18.94% | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.28% | — | — | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.28% | -0.04% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | — | +5.49% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | — | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.20% | — | +0.15% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.18% | — | — | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.18% | — | +1.25% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.17% | +0.01% | — | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.16% | — | — |