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 | 44.06% | -2.15% | +29.38% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 23.85% | — | +1.02% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 15.10% | — | +1.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.09% | +0.01% | +11.72% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.86% | — | +0.35% | |
| 6 | GD | General Dynamics CORP | 株式-資本財 | 0.60% | — | — | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 0.25% | -0.13% | EXIT | |
| 8 | AAPL | Apple INC | 株式-IT | 0.19% | -0.02% | — |