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 | 7.59% | -0.92% | -8.75% | |
| 2 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.90% | -0.32% | -4.09% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 4.35% | +0.04% | -32.12% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.25% | -0.19% | -1.03% | |
| 5 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 4.13% | — | +2.83% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 4.02% | -0.27% | +5.60% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.02% | — | -17.19% | |
| 8 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 3.98% | -0.19% | +0.25% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.87% | -0.44% | -3.60% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.69% | +0.24% | -4.95% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.67% | -0.05% | -2.90% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.52% | +0.05% | -4.09% | |
| 13 | FXE | Invesco Currencyshares Euro | ETF-その他 | 3.35% | — | -7.67% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 3.16% | +1.52% | -19.56% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.93% | -0.40% | -8.02% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.62% | — | +4.91% | |
| 17 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.29% | — | +3.75% | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.97% | +0.39% | -3.40% | |
| 19 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.86% | -0.12% | +2.48% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.66% | +0.03% | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.64% | — | +2.28% | |
| 22 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.53% | -0.13% | -1.25% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.47% | +0.05% | -0.19% | |
| 24 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.29% | -0.08% | +237.46% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.26% | -0.06% | +379.02% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | +0.03% | -8.96% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.21% | — | +14.27% | |
| 28 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.11% | -0.06% | +3.26% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | -0.16% | -7.82% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | +0.04% | +18.56% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.89% | — | -2.29% | |
| 32 | COMB | Graniteshares Bcom Broad Str | ETF-その他 | 0.83% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | +0.01% | +7.58% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.76% | -0.05% | +17.05% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.75% | +0.07% | +1.37% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | -0.04% | +48.07% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -5.31% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.68% | -0.08% | +2.89% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.63% | +0.06% | -9.70% | |
| 40 | IGOV | Ishares International Treasu | ETF-その他 | 0.59% | +0.03% | +39.56% | |
| 41 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.59% | — | +35.34% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | +23.71% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.49% | — | -0.94% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | — | -2.45% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.48% | — | -1.63% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.47% | +0.26% | +0.18% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.45% | +0.12% | +36.59% | |
| 48 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.38% | — | -0.37% | |
| 49 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.37% | — | -2.97% | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.37% | — | +0.04% |