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 | 42.46% | -2.15% | -4.33% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 22.87% | — | -4.80% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.15% | +0.01% | -0.47% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 8.57% | — | +37.88% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.09% | +1.34% | — | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.00% | — | — | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.86% | — | — | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.47% | — | — | |
| 9 | GD | General Dynamics CORP | 株式-資本財 | 0.65% | — | +12.09% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 0.32% | -0.13% | EXIT | |
| 11 | AAPL | Apple INC | 株式-IT | 0.21% | -0.02% | — | |
| 12 | ONTO | Onto Innovation INC | 株式-IT | 0.18% | +0.06% | — | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | — |