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 | 32.38% | -2.15% | +47.92% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 14.63% | — | +1.92% | |
| 3 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 13.76% | -6.79% | +1.91% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.47% | — | -52.99% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.99% | — | -0.07% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.88% | +0.39% | +0.96% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.77% | +1.34% | +1.40% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.67% | — | — | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.63% | — | +1.24% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.58% | — | +5.10% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.53% | — | +3.27% | |
| 12 | DHS | Wisdomtree US High Dividend | ETF-その他 | 2.52% | — | +6.74% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.46% | — | -14.27% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.72% | -0.10% | +0.48% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.41% | +0.01% | -11.55% | |
| 16 | GD | General Dynamics CORP | 株式-資本財 | 0.74% | — | +0.16% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.37% | — | -74.32% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.36% | — | -89.04% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.19% | -0.13% | EXIT | |
| 20 | AAPL | Apple INC | 株式-IT | 0.18% | -0.02% | — | |
| 21 | INTU | Intuit INC | 株式-IT | 0.17% | -0.05% | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.02% | +0.26% | |
| 23 | ONTO | Onto Innovation INC | 株式-IT | 0.15% | +0.06% | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.15% | — | +6.16% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | +0.02% | — |