CIK: 0001697857
申告総資産額
$2.5億
| # | 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 | 29.91% | +29.58% | -47.48% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.16% | — | -8.13% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.29% | -1.37% | +5.68% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 10.52% | — | -32.92% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.68% | — | -51.89% | |
| 6 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 5.14% | +3.96% | NEW | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.25% | -0.65% | +11.56% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.99% | — | +5.66% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.98% | — | +4.15% | |
| 10 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.57% | — | +22.12% | |
| 11 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 1.53% | — | +3.12% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.49% | — | +15.58% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.42% | -0.94% | +4.76% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.02% | — | -37.59% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.86% | +0.17% | -8.35% | |
| 16 | COMB | Graniteshares Bcom Broad Str | ETF-その他 | 0.78% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | +0.04% | -31.50% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | -0.11% | -1.74% | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.44% | — | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.38% | -0.47% | -20.83% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.20% | EXIT | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.25% | +0.10% | NEW | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.25% | — | — | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.24% | — | -36.29% | |
| 25 | SPGI | S&p Global INC | 株式-金融 | 0.22% | — | — | |
| 26 | SLI | Standard Lithium LTD | 株式-その他 | 0.07% | — | +8.15% | |
| 27 | TELLEUR | Tellurian INC | 株式-その他 | 0.05% | — | — |