CIK: 0001852338
申告総資産額
$1.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 34.38% | -2.15% | +26.31% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 23.32% | — | +3.90% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 15.16% | — | -31.62% | |
| 4 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 9.59% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.73% | +0.01% | -65.90% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 7.04% | — | -57.81% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | — | — | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.58% | — | -32.17% | |
| 9 | GD | General Dynamics CORP | 株式-資本財 | 0.57% | — | — | |
| 10 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.35% | — | — | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 0.26% | -0.13% | EXIT | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +15.4% | +26.31% | 増加 |
| 2 | DGRO | Ishares Core Dividend Growth | +7.9% | +3.90% | 増加 |
| 3 | GD | General Dynamics CORP | +0.2% | — | 変化なし |
| 4 | VAREUR | Varian Medical Systems INC | +0.1% | — | 変化なし |
| 5 | QCOM | Qualcomm INC | 0% | — | 変化なし |
| 6 | IMCG | Ishares Morningstar Mid-cap | -0.1% | -32.17% | 減少 |
| 7 | AGG | Ishares Core U.s. Aggregate | -1.9% | -31.62% | 減少 |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -6.1% | -57.81% | 減少 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | -8.8% | -65.90% | 減少 |
| 10 | GSY | Invesco Ultra Short Duration | — | EXIT | 全売却 |
| 11 | RPV | Invesco S&p 500 Pure Value E | — | NEW | 新規購入 |
| 12 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 13 | IWO | Ishares Russell 2000 Growth | — | NEW | 新規購入 |
| 14 | AAPL | Apple INC | — | EXIT | 全売却 |