CIK: 0002004131
申告総資産額
$1.2億
| # | 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 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 21.73% | +0.98% | -0.40% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 19.79% | -0.47% | -1.07% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 16.84% | +0.61% | -0.66% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.46% | -0.76% | -2.54% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 12.09% | +0.51% | -0.06% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 11.85% | -0.68% | -2.64% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.68% | -0.01% | -5.67% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | -0.04% | -6.42% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.39% | — | -5.08% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | +0.01% | -7.76% | |
| 11 | XSHQ | Invesco S&p Smallcap Quality | ETF-その他 | 0.22% | — | -4.94% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.18% | -0.16% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1.4% | -2.64% | 減少 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -2.54% | 減少 |
| 3 | SMLF | Ishares US Smallcap Equity F | +0.3% | -0.66% | 増加 |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.42% | 減少 |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | -1.07% | 減少 |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -7.47% | 減少 |
| 7 | IJH | Ishares Core S&p Midcap ETF | 0% | -7.76% | 減少 |
| 8 | XSHQ | Invesco S&p Smallcap Quality | 0% | -4.94% | 減少 |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -5.08% | 減少 |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | -0.1% | -5.67% | 減少 |
| 11 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -0.06% | 増加 |
| 12 | DLN | Wisdomtree US Largecap Divid | -1.7% | -0.40% | 増加 |
| 13 | VDC | Vanguard Consumer Staple ETF | — | EXIT | 全売却 |