CIK: 0002011194
申告総資産額
$1.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.86% | -3.19% | -12.66% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.13% | -0.82% | +275.35% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 14.03% | -0.68% | -13.17% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 10.06% | -0.54% | -38.50% | |
| 5 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 8.97% | -0.55% | -20.41% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 7.26% | -0.72% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.43% | -1.04% | -49.12% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.39% | +0.04% | +241.78% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.79% | -0.27% | -74.97% | |
| 10 | CCOI | Cogent Communications Holdin | 株式-その他 | 0.80% | -0.22% | +5.16% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.55% | -0.08% | -95.54% | |
| 12 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.55% | -0.08% | -95.40% | |
| 13 | AXP | American Express Co | 株式-金融 | 0.53% | -0.16% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.13% | -2.41% | |
| 15 | SUB | Ishares Short-term National | ETF-その他 | 0.41% | — | -86.47% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -0.05% | — | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.26% | — | +5.98% | |
| 18 | WWD | Woodward INC | 株式-資本財 | 0.22% | +0.02% | — |