CIK: 0001818386
申告総資産額
$1.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 30.86% | -3.36% | — | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 17.61% | -1.95% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 15.16% | -2.25% | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.77% | — | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.79% | +5.67% | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.57% | -0.17% | — | |
| 7 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 2.96% | -0.05% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | -15.21% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.48% | -0.10% | — | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.68% | +3.01% | — | |
| 11 | NOW | Servicenow INC | 株式-IT | 1.67% | -0.51% | — | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.32% | -0.06% | — | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.32% | — | — | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | -0.20% | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | +5.54% | — | |
| 16 | PZT | Invesco New York Amt-free Mu | ETF-その他 | 0.64% | — | — | |
| 17 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.63% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.61% | -0.07% | — | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.57% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | -0.26% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | +0.69% | — | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.42% | -0.01% | — | |
| 23 | CMF | Ishares California Muni Bond | ETF-その他 | 0.41% | +0.27% | — | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.31% | -0.02% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.10% | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.27% | +0.15% | NEW | |
| 27 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.22% | +0.13% | NEW | |
| 28 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.20% | — | — |