CIK: 0001908587
申告総資産額
$2.9億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 22.58% | -2.16% | +0.16% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 14.60% | — | -0.56% | |
| 3 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 10.86% | — | +1.26% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 10.40% | — | +1.55% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 9.02% | — | +3.63% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 8.87% | — | +2.87% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.33% | -6.10% | +1.33% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.11% | -0.42% | +1.16% | |
| 9 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 3.67% | — | +1.66% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.67% | +3.30% | NEW | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.00% | — | -3.55% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.47% | — | +5.51% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | -1.34% | +7.92% | |
| 14 | EVBNUSD | Evans Bancorp INC | 株式-その他 | 0.80% | — | — | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.47% | — | -3.30% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | +0.86% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.23% | -1.45% | — | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.16% | — | — |