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 | 22.05% | -3.19% | -1.15% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 17.61% | -0.82% | +1.55% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 13.92% | -0.68% | -1.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 9.69% | -0.54% | -0.63% | |
| 5 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 8.91% | -0.55% | -0.56% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 7.49% | -0.72% | +1.64% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.64% | -1.04% | -2.51% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.53% | +0.04% | +4.60% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.39% | -0.27% | -1.73% | |
| 10 | CCOI | Cogent Communications Holdin | 株式-その他 | 0.89% | -0.22% | +9.81% | |
| 11 | AXP | American Express Co | 株式-金融 | 0.58% | -0.16% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | -0.12% | — | |
| 13 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.43% | -0.08% | -21.50% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.13% | -7.91% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | -0.02% | — | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.41% | -0.08% | -23.48% | |
| 17 | SUB | Ishares Short-term National | ETF-その他 | 0.33% | — | -19.38% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.31% | -0.05% | — | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.28% | -0.21% | EXIT | |
| 20 | WWD | Woodward INC | 株式-資本財 | 0.22% | +0.02% | — |