CIK: 0001923591
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 | 23.53% | +3.11% | -6.05% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 17.64% | — | -13.14% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.18% | -2.91% | -9.15% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.25% | -0.65% | -10.04% | |
| 5 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 5.00% | — | +49.03% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.60% | — | -8.85% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.54% | +0.01% | +19.73% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.96% | -0.26% | +5.73% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 2.81% | — | +283.52% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.62% | -0.09% | +210.91% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.13% | — | -2.86% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.10% | — | — | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.09% | +0.84% | -61.62% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.89% | — | +226.04% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | — | -33.02% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.10% | -0.55% | EXIT | |
| 17 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.05% | — | -6.50% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.25% | +7.07% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.75% | — | — | |
| 20 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.73% | — | +9.94% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.67% | — | -18.66% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | — | +15.03% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.47% | — | -9.15% | |
| 24 | SRE | Sempra | 株式-公益事業 | 0.41% | — | +0.80% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.38% | — | -24.27% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.37% | — | -79.20% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | — | +5.91% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +0.16% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.28% | — | — | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | -13.99% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.26% | -0.12% | -0.64% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.25% | — | -20.67% | |
| 33 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.25% | — | +1.45% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | +0.59% | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.24% | — | -60.09% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | +0.99% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.22% | — | -1.66% | |
| 38 | ROK | Rockwell Automation INC | 株式-資本財 | 0.22% | — | +0.47% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +0.44% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.19% | — | — | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.18% | — | +1.95% | |
| 42 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.18% | — | +11.22% | |
| 43 | TEAM | Atlassian Corporation | 株式-IT | 0.17% | — | — | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.17% | -0.20% | EXIT | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | — | +0.26% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | +1.11% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | -0.08% | -0.64% | |
| 49 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.15% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | -1.54% |