CIK: 0001846789
申告総資産額
$2.7億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 23.85% | -1.13% | +2.01% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.52% | -0.04% | +5.02% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 10.22% | -0.08% | +4.76% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.21% | -0.02% | +3.37% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 7.66% | +0.07% | +2.62% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.35% | +0.06% | +7.71% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.11% | — | +3.02% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.65% | -0.10% | +10.64% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.39% | — | +5.49% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.04% | — | +11.08% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.98% | +0.11% | -2.90% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.75% | -0.01% | -5.69% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.73% | — | +97.73% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.60% | -0.10% | +0.32% | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.43% | +0.31% | +75.18% | |
| 16 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.26% | +0.01% | +13.40% | |
| 17 | FMB | First Trust Managed Municipa | ETF-その他 | 0.98% | -0.05% | +9.98% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | -0.16% | +52.47% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | +13.74% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | -0.01% | +1.72% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.21% | -0.07% | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.19% | -0.02% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.19% | -0.01% | — | |
| 24 | FLXS | Flexsteel Inds | 株式-その他 | 0.16% | +0.01% | — | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.16% | — | — | |
| 26 | USB | US Bancorp | 株式-金融 | 0.16% | -0.02% | — |