CIK: 0001942341
申告総資産額
$5.1億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 13.40% | -2.33% | +2.14% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 7.80% | — | +2.20% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.95% | +2.68% | +7.07% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.35% | -1.22% | -0.13% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 3.29% | — | +5.92% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.12% | +6.36% | +25.89% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.75% | -0.81% | +2.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.74% | -1.53% | -6.18% | |
| 9 | BIDD | Ishares International Divide | ETF-その他 | 2.67% | — | +4.23% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.18% | — | +3.24% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.18% | -0.29% | +22.24% | |
| 12 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 2.04% | -0.73% | +4.95% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.87% | +1.45% | +3.99% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.76% | — | +6.25% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.73% | -0.24% | +6.32% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 1.70% | — | +4.26% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.67% | -0.06% | +263.38% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.60% | — | +44.60% | |
| 19 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.57% | -0.24% | +2.53% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.31% | — | +130.56% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.21% | — | +33.76% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | +1.03% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.16% | — | +1.34% | |
| 24 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 1.06% | -0.17% | +5.52% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | +14.62% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.90% | — | +5.22% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.89% | — | +4.81% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.81% | — | +66.26% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +0.48% | |
| 30 | BMO | Bank Of Montreal | 株式-金融 | 0.67% | — | -15.88% | |
| 31 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.64% | — | -36.58% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | — | -5.25% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | -0.58% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.57% | -0.05% | -15.88% | |
| 35 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.57% | +0.56% | +5.12% | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.56% | — | +5.16% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.55% | -2.19% | — | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.49% | -0.56% | — | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.49% | — | +7.38% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.44% | -0.84% | +66.13% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | -0.66% | EXIT | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.42% | +0.40% | NEW | |
| 44 | CME | Cme Group INC | 株式-金融 | 0.40% | — | +0.92% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | -1.19% | |
| 46 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.38% | +1.01% | +0.26% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.37% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | -0.84% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | — | +7.47% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.32% | — | -1.73% |