CIK: 0001716983
申告総資産額
$2.4億
| # | 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 20.09% | — | -0.56% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 14.64% | — | -0.29% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 12.04% | — | +0.95% | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 10.86% | — | -1.54% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.09% | -0.19% | -1.29% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 8.42% | — | -37.91% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.96% | -0.02% | +1.87% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 4.64% | — | — | |
| 9 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.46% | — | +11.47% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.28% | — | +1.40% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.23% | -0.27% | -1.23% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.78% | — | +2.80% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | +0.12% | +1.65% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -5.68% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | — | |
| 16 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.21% | +0.01% | — | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.20% | — | +54.74% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.15% | — | -4.47% | |
| 19 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVOL | Quadratic Int Rte Vol Infl H | +0.3% | +11.47% | 増加 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | -0.29% | 減少 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.2% | -1.29% | 減少 |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +0.95% | 増加 |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | -1.54% | 減少 |
| 6 | SCHO | Schwab Short-term US Treas | +0.1% | +54.74% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.1% | +1.65% | 増加 |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +2.80% | 増加 |
| 9 | NOC | Northrop Grumman CORP | 0% | — | 変化なし |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +1.40% | 増加 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.23% | 減少 |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -4.47% | 減少 |
| 14 | EFA | Ishares Msci Eafe ETF | -0.1% | -5.68% | 減少 |
| 15 | IWM | Ishares Russell 2000 ETF | -0.1% | +1.87% | 増加 |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | -0.2% | -0.56% | 減少 |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | -5.3% | -37.91% | 減少 |
| 18 | SGOL | Abrdn Physical Gold Shares | — | NEW | 新規購入 |
| 19 | SUSC | Ishares Esg Aware Usd Corpor | — | NEW | 新規購入 |
| 20 | SUSB | Ishares Esg Aware 1-5 Year U | — | EXIT | 全売却 |