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 | 12.88% | -2.33% | -9.09% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 8.04% | — | +1.40% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.36% | +2.68% | -4.21% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.87% | -1.22% | +0.89% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.13% | -0.81% | +0.18% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.10% | +6.36% | +3.99% | |
| 7 | BIDD | Ishares International Divide | ETF-その他 | 2.73% | — | +1.40% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.62% | -1.53% | -9.37% | |
| 9 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 2.53% | -0.73% | +2.91% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.16% | — | +60.42% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.05% | +1.45% | +2.49% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.04% | — | -17.37% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.90% | -0.29% | -12.88% | |
| 14 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.73% | -0.24% | +4.41% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.73% | — | +1.85% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 1.68% | — | +2.66% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.64% | — | +4.07% | |
| 18 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.55% | -0.24% | +0.13% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.34% | -0.06% | -16.14% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | -8.85% | |
| 21 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 1.12% | -0.17% | +2.77% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.11% | — | -0.06% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.08% | — | +14.63% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.95% | — | +0.25% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | +1.85% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.91% | -2.19% | +54.61% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.90% | — | +2.81% | |
| 28 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.88% | — | — | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.87% | -0.84% | +92.82% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | — | +113.48% | |
| 31 | BMO | Bank Of Montreal | 株式-金融 | 0.74% | — | — | |
| 32 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.71% | — | -0.20% | |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.67% | — | +2.35% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | — | -11.74% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.64% | — | -51.86% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | -0.49% | +94.14% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +0.14% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.60% | +0.56% | +10.65% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | +1.30% | |
| 40 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.55% | -0.05% | +1.56% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.49% | -0.56% | +4.63% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.48% | — | -16.35% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.47% | -0.03% | — | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | +1.43% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | -0.66% | EXIT | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.45% | — | — | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | +0.58% | +35.82% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | -5.53% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.40% | — | +0.23% | |
| 50 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.39% | +1.01% | +5.42% |