CIK: 0001688539
申告総資産額
$1327.0万
| # | 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 | XLE | Ss Energy Select Sector | ETF-その他 | 15.14% | -2.27% | +9.74% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-その他 | 14.61% | +0.42% | +27.93% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-その他 | 13.00% | -0.45% | +14.54% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 11.56% | +0.60% | +0.26% | |
| 5 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 10.68% | — | +21.20% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 9.39% | -1.12% | +20.01% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.91% | +2.28% | +2.94% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 6.24% | — | +18.79% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.87% | — | +3.64% | |
| 10 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 2.30% | — | +37.39% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.64% | -0.83% | +8.58% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.42% | — | -5.24% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.24% | — | — | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.00% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +1.2% | NEW | 新規購入 |
| 2 | VGLT | Vanguard Long-term Treasury | +1% | NEW | 新規購入 |
| 3 | COMT | Ishares Gsci Commodity Dynam | +0.5% | +21.20% | 増加 |
| 4 | XLV | Ss Health Care Select Sector | +0.2% | +27.93% | 増加 |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +20.01% | 増加 |
| 6 | XLP | Ss Consumer Staples Sel Sect | — | +18.79% | 増加 |
| 7 | ILF | Ishares Latin America 40 ETF | 0% | +37.39% | 増加 |
| 8 | DVY | Ishares Select Dividend ETF | -0.1% | +14.54% | 増加 |
| 9 | IEF | Ishares 7-10 Year Treasury B | -0.2% | +8.58% | 増加 |
| 10 | VV | Vanguard Large-cap ETF | -0.2% | +3.64% | 増加 |
| 11 | VOE | Vanguard Mid-cap Value ETF | -0.3% | -5.24% | 減少 |
| 12 | XLK | Ss Technology Select Sector | -0.5% | +2.94% | 増加 |
| 13 | XLE | Ss Energy Select Sector | -0.8% | +9.74% | 増加 |
| 14 | QQQM | Invesco Nasdaq 100 ETF | -0.8% | +0.26% | 増加 |