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 | 62.86% | -2.15% | +6.23% | |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 7.47% | -6.79% | -4.07% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 6.92% | +1.31% | -10.50% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.58% | +1.34% | +0.97% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.61% | +0.39% | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.78% | +0.55% | +0.12% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.60% | — | +15.26% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.72% | -0.10% | — | |
| 9 | INTC | Intel CORP | 株式-IT | 1.20% | +0.32% | — | |
| 10 | AAPL | Apple INC | 株式-IT | 0.29% | -0.02% | +40.89% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.02% | +0.11% | |
| 12 | INTU | Intuit INC | 株式-IT | 0.20% | -0.05% | — | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.20% | -0.19% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | +0.01% | -1.92% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | +0.02% | — | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.15% | -0.15% | EXIT | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 0.14% | -0.13% | EXIT | |
| 18 | SRE | Sempra | 株式-公益事業 | 0.13% | — | — | |
| 19 | VSAT | Viasat INC | 株式-IT | 0.13% | +0.05% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.12% | +0.01% | — | |
| 21 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.12% | +0.13% | — | |
| 22 | ONTO | Onto Innovation INC | 株式-IT | 0.11% | +0.06% | — | |
| 23 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.11% | +0.06% | — |