CIK: 0001873973
申告総資産額
$1.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 57.86% | -2.54% | +48.93% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 41.28% | -4.89% | +50.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.85% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +21% | +48.93% | 増加 |
| 2 | FTSM | First Trust Enh Short Mat Fd | +15.3% | +50.61% | 増加 |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.9% | NEW | 新規購入 |
| 4 | REMX | Vaneck Rar Earth Nd Stg-usdi | -0.3% | EXIT | 全売却 |
| 5 | LIT | Global X Lithium & Battery T | -0.3% | EXIT | 全売却 |
| 6 | AVGO | Broadcom INC | -0.3% | EXIT | 全売却 |
| 7 | META | Meta Platforms Inc-class A | -0.5% | EXIT | 全売却 |
| 8 | COST | Costco Wholesale CORP | -0.7% | EXIT | 全売却 |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | -0.8% | EXIT | 全売却 |
| 10 | MGK | Vanguard Mega Cap Growth ETF | -0.9% | EXIT | 全売却 |
| 11 | VNQ | Vanguard Real Estate ETF | -1.1% | EXIT | 全売却 |
| 12 | GLD | Spdr Gold Shares | -1.1% | EXIT | 全売却 |
| 13 | TSLA | Tesla INC | -2.3% | EXIT | 全売却 |
| 14 | NVDA | Nvidia CORP | -2.6% | EXIT | 全売却 |
| 15 | AMZN | Amazon.com INC | -3.6% | EXIT | 全売却 |
| 16 | JPM | Jpmorgan Chase & Co | -3.6% | EXIT | 全売却 |
| 17 | IWM | Ishares Russell 2000 ETF | -4% | EXIT | 全売却 |
| 18 | NFLX | Netflix INC | -4% | EXIT | 全売却 |
| 19 | FDN | First Trust Dow Jones Intern | -5.1% | EXIT | 全売却 |
| 20 | CVX | Chevron CORP | -6.1% | EXIT | 全売却 |