CIK: 0001911328
申告総資産額
$1.3億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 22.94% | -0.02% | -86.87% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 17.89% | -0.11% | -91.11% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.86% | +0.40% | -39.24% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.86% | +0.05% | -93.82% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.21% | -0.02% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.63% | +0.25% | -96.62% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.97% | — | — | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.94% | -0.13% | — | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.34% | — | -97.57% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.85% | — | -98.22% | |
| 11 | VFH | Vanguard Financials ETF | ETF-その他 | 1.44% | — | -90.30% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.03% | -0.02% | -91.93% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | +0.42% | -98.61% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.11% | — | -99.74% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.05% | -0.05% | -99.93% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 0.03% | -0.29% | -99.87% |