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 | 56.74% | -2.15% | -2.11% | |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 7.80% | -6.79% | -38.63% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.92% | — | -8.50% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.61% | +1.31% | -57.56% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 5.33% | — | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.95% | — | +0.78% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.75% | +0.39% | -0.92% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.69% | +0.55% | -48.42% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.12% | — | -0.22% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.55% | -0.10% | -4.01% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.21% | -0.02% | — | |
| 12 | INTU | Intuit INC | 株式-IT | 0.21% | -0.05% | -4.98% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 0.19% | -0.13% | EXIT | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.17% | — | -45.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | +0.01% | — | |
| 16 | ONTO | Onto Innovation INC | 株式-IT | 0.15% | +0.06% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | +0.02% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.15% | -0.02% | -16.60% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.01% | — | |
| 20 | VSAT | Viasat INC | 株式-IT | 0.05% | +0.05% | -5.98% |