CIK: 0001660328
申告総資産額
$1.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 46.59% | +0.21% | +53.08% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 21.76% | -0.59% | -33.21% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 11.68% | — | — | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 11.62% | — | +327.70% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.24% | — | +35.06% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.72% | -0.08% | -80.57% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.39% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +17.7% | +53.08% | 増加 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +8.9% | +327.70% | 増加 |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.7% | +35.06% | 増加 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | -12% | -80.57% | 減少 |
| 5 | AGG | Ishares Core U.s. Aggregate | -12.4% | -33.21% | 減少 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |
| 7 | IEF | Ishares 7-10 Year Treasury B | — | NEW | 新規購入 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |