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 | 7.92% | -0.92% | +3.97% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 6.56% | +0.04% | — | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 5.23% | -0.32% | +13.76% | |
| 4 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 4.55% | +1.52% | +119.91% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.52% | — | +98.42% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.21% | -0.19% | +11.07% | |
| 7 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 3.97% | -0.19% | +13.78% | |
| 8 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 3.96% | — | +1.77% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.84% | -0.44% | +39.16% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.77% | +0.05% | +8.02% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.70% | -0.27% | +13.59% | |
| 12 | FXE | Invesco Currencyshares Euro | ETF-その他 | 3.69% | — | -0.25% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.69% | -0.05% | -5.84% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.53% | +0.24% | +8.06% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.03% | -0.40% | +2.97% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.45% | — | -1.73% | |
| 17 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.24% | — | +4.07% | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.98% | +0.39% | +3.58% | |
| 19 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.75% | -0.13% | +18.30% | |
| 20 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.70% | -0.12% | +5.42% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.55% | — | -53.97% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.45% | +0.05% | +23.15% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.33% | +0.03% | -54.07% | |
| 24 | IFGL | Ishares International Develo | ETF-その他 | 1.31% | +0.14% | NEW | |
| 25 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.05% | -0.06% | -3.33% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.02% | -0.16% | -5.01% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.96% | — | -1.25% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.93% | — | +0.51% | |
| 29 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.83% | +0.06% | -73.86% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.79% | +0.04% | -4.51% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | +0.01% | +1.75% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | +0.07% | +6.51% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -9.41% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.66% | -0.05% | -2.60% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.64% | -0.08% | -7.11% | |
| 36 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.52% | — | -0.84% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.48% | — | -2.98% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.48% | +0.26% | -0.67% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | -59.26% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | -0.04% | -2.34% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.43% | — | -9.08% | |
| 42 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.43% | — | -0.47% | |
| 43 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.43% | — | +0.77% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | +0.06% | +24.83% | |
| 45 | IGOV | Ishares International Treasu | ETF-その他 | 0.41% | +0.03% | +3.04% | |
| 46 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.39% | — | -5.55% | |
| 47 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.39% | — | +8.46% | |
| 48 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.35% | -0.08% | +14.26% | |
| 49 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.34% | +0.03% | +1.50% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.33% | -0.07% | +32.15% |