CIK: 0001911228
申告総資産額
$1.7億
| # | 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 | IAU | Ishares Gold Trust | ETF-コモディティ | 9.69% | -0.92% | -0.52% | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 5.96% | +0.06% | +2.20% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 5.53% | -0.32% | +9.82% | |
| 4 | FXE | Invesco Currencyshares Euro | ETF-その他 | 4.68% | — | -2.10% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.47% | +0.05% | -16.41% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.22% | -0.19% | +26.51% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.11% | -0.05% | -15.52% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.87% | +0.24% | +0.86% | |
| 9 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 3.85% | -0.19% | -16.66% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.76% | -0.40% | — | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.69% | -0.27% | -14.01% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.13% | — | -21.94% | |
| 13 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 2.90% | — | -39.89% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.88% | — | +4.15% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.85% | +0.03% | +1.72% | |
| 16 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.79% | — | +12.48% | |
| 17 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 2.63% | — | +16.30% | |
| 18 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.79% | -0.12% | -11.97% | |
| 19 | CBON | Vaneck China Bond ETF | ETF-新興国市場 | 1.75% | — | -3.39% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.73% | -0.16% | -22.30% | |
| 21 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.61% | -0.13% | +38.17% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.45% | — | -14.53% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.35% | — | +100.17% | |
| 24 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.34% | — | -1.45% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.32% | +0.04% | +38.36% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.32% | +0.05% | +12.36% | |
| 27 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.24% | -0.08% | +149.78% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | +4.00% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.21% | -0.06% | -33.21% | |
| 30 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.16% | — | -0.99% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | +0.01% | +2.06% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.96% | -0.08% | -29.12% | |
| 33 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.83% | — | — | |
| 34 | IFGL | Ishares International Develo | ETF-その他 | 0.82% | +0.14% | NEW | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | -0.04% | +0.43% | |
| 36 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.69% | — | -7.18% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.61% | — | — | |
| 38 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.50% | — | -15.16% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | +0.07% | +11.17% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | +0.06% | -28.70% | |
| 41 | IGOV | Ishares International Treasu | ETF-その他 | 0.44% | +0.03% | -47.12% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | +0.12% | -18.34% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.41% | — | -4.11% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -20.91% | |
| 45 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.40% | +0.04% | +17.94% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.35% | — | -12.25% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.35% | -0.44% | -7.39% | |
| 48 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.33% | +0.03% | -21.69% | |
| 49 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.30% | +0.39% | -6.35% |