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 | 24.08% | -2.16% | +1.07% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 14.15% | — | +1.32% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 9.80% | — | +12.46% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 9.70% | — | +2.74% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.10% | — | +3.62% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.91% | — | -5.62% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.25% | -6.10% | +2.11% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.66% | -0.42% | -0.13% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.53% | — | +117.76% | |
| 10 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 3.03% | — | -13.48% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.73% | +3.30% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.62% | -1.34% | +2.22% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.27% | — | -31.93% | |
| 14 | EVBNUSD | Evans Bancorp INC | 株式-その他 | 0.64% | — | — | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | — | |
| 16 | BX | Blackstone INC | 株式-金融 | 0.29% | -0.08% | EXIT | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.25% | — | +15.41% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.23% | — | -46.44% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.21% | -1.45% | -9.35% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.15% | — | — |