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 | 23.66% | +3.11% | +1.33% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 12.13% | +0.18% | +2.86% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 8.34% | -0.65% | +3.41% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.53% | — | +2.60% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.69% | -2.91% | +2.23% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.49% | — | +1.10% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.55% | -0.09% | +2.11% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.15% | — | -1.32% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.57% | -0.26% | -0.03% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.02% | +0.01% | -0.47% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.70% | — | +3.50% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 2.43% | — | -0.39% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.32% | +0.84% | -1.22% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.25% | +12.25% | |
| 15 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.96% | — | +3.41% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | — | +2.77% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | -0.55% | EXIT | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | +0.31% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.71% | — | — | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.52% | — | +139.41% | |
| 21 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.51% | — | +154.51% | |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.46% | — | +137.80% | |
| 23 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.45% | — | — | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.45% | — | +135.34% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.37% | — | +4.56% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.34% | -0.12% | +0.32% | |
| 27 | GII | State Street Spdr S&p Global | ETF-その他 | 0.34% | — | +136.33% | |
| 28 | SRE | Sempra | 株式-公益事業 | 0.33% | — | +0.77% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | +0.20% | |
| 30 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.27% | — | +5.91% | |
| 31 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.26% | — | +128.67% | |
| 32 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.26% | — | +135.86% | |
| 33 | ROK | Rockwell Automation INC | 株式-資本財 | 0.24% | — | +0.41% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.24% | -0.20% | EXIT | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.22% | — | +137.83% | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.22% | — | +139.57% | |
| 37 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.21% | — | +3.12% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | -1.45% | |
| 39 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.19% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | +0.86% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.18% | — | — | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.18% | — | — | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.17% | — | +0.58% | |
| 44 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.17% | — | +0.35% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.17% | — | — | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.15% | — | -1.09% | |
| 47 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.15% | — | +1.07% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.15% | — | +0.66% | |
| 49 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.13% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | +6.91% |