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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 21.58% | — | -4.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 20.19% | -2.15% | -6.43% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 15.20% | — | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.65% | — | +112.08% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.41% | — | +1.86% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.25% | +1.34% | -1.39% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.86% | +0.39% | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.90% | — | -3.99% | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.85% | — | +8.61% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.71% | -0.10% | — | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.63% | — | -0.16% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.47% | +0.01% | -44.57% | |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.58% | — | +156.06% | |
| 14 | GD | General Dynamics CORP | 株式-資本財 | 1.07% | — | +1.45% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.02% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.19% | -0.02% | -2.89% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 0.18% | -0.13% | EXIT | |
| 18 | ✓ | Pavmed INC | 株式-その他 | 0.02% | — | — |