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 | 59.26% | -2.15% | +38.52% | |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 11.75% | -6.79% | +8.52% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.00% | — | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.48% | +0.55% | +3.91% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.39% | — | +5.31% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.53% | +0.39% | +1.83% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 1.96% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | +0.01% | +4.40% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.45% | -0.10% | +1.01% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.57% | — | -71.39% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.46% | — | -76.17% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.31% | — | -96.01% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 0.26% | -0.13% | EXIT | |
| 14 | INTU | Intuit INC | 株式-IT | 0.25% | -0.05% | +24.31% | |
| 15 | ONTO | Onto Innovation INC | 株式-IT | 0.19% | +0.06% | -5.44% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.02% | +0.26% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.17% | -0.02% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | +0.02% | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.11% | — | — |