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 | 21.87% | +0.98% | -0.75% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 20.06% | -0.47% | -1.11% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 16.85% | +0.61% | -0.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.32% | -0.76% | -3.36% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 12.02% | +0.51% | -0.56% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 11.74% | -0.68% | +93.66% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.68% | -0.01% | -0.96% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | -0.04% | -0.20% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.40% | — | -0.20% | |
| 10 | XSHQ | Invesco S&p Smallcap Quality | ETF-その他 | 0.22% | — | -0.18% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | +0.01% | -35.59% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.16% | -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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.3% | -1.11% | 減少 |
| 2 | DLN | Wisdomtree US Largecap Divid | +0.1% | -0.75% | 減少 |
| 3 | SMLF | Ishares US Smallcap Equity F | 0% | -0.80% | 減少 |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -0.20% | 減少 |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | 0% | -0.20% | 減少 |
| 6 | XSHQ | Invesco S&p Smallcap Quality | — | -0.18% | 減少 |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | — | -0.96% | 減少 |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -12.51% | 減少 |
| 9 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -0.56% | 減少 |
| 10 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -35.59% | 減少 |
| 11 | XLK | Ss Technology Select Sector | -0.1% | +93.66% | 増加 |
| 12 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -3.36% | 減少 |