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 | 41.88% | -2.15% | — | |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 12.46% | -6.79% | — | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.25% | — | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.11% | +0.55% | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.62% | — | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.46% | — | — | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.51% | +0.39% | — | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.34% | +1.34% | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.58% | — | — | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.28% | — | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.26% | — | — | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.84% | — | — | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.70% | -0.10% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.40% | +0.01% | — | |
| 15 | GD | General Dynamics CORP | 株式-資本財 | 0.55% | — | — | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.26% | — | — | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.25% | — | — | |
| 18 | INTU | Intuit INC | 株式-IT | 0.22% | -0.05% | — | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.22% | -0.13% | EXIT | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.19% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.17% | -0.02% | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.02% | — | |
| 23 | ONTO | Onto Innovation INC | 株式-IT | 0.16% | +0.06% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | +0.02% | — |