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 | 20.30% | — | +1.93% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 14.44% | — | — | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 13.68% | — | +4.23% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 11.92% | — | -0.03% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 10.79% | — | +33.42% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.92% | -0.19% | -3.02% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.08% | -0.02% | +1.57% | |
| 8 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.20% | — | — | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.26% | — | +0.21% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.24% | -0.27% | -10.08% | |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.75% | — | -58.45% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | +0.12% | +1.46% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | +6.60% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 15 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.18% | +0.01% | — | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.17% | — | +5.38% | |
| 17 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.13% | — | +0.73% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.13% | — | +0.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QUS | Ss Spdr Msci U Stratfact ETF | +2.6% | +33.42% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | 0% | +6.60% | 増加 |
| 3 | NOC | Northrop Grumman CORP | 0% | — | 変化なし |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 変化なし |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | +5.38% | 増加 |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | +0.73% | 増加 |
| 7 | SCHO | Schwab Short-term US Treas | 0% | +0.63% | 増加 |
| 8 | VZ | Verizon Communications INC | -0.1% | +1.46% | 増加 |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | +0.21% | 増加 |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | +4.23% | 増加 |
| 11 | IWM | Ishares Russell 2000 ETF | -0.2% | +1.57% | 増加 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -10.08% | 減少 |
| 13 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -3.02% | 減少 |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | -0.4% | +1.93% | 増加 |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.6% | -0.03% | 減少 |
| 16 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -2.7% | -58.45% | 減少 |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |
| 18 | LQDH | Ishares Int Hedg CORP Bd ETF | — | EXIT | 全売却 |
| 19 | IVOL | Quadratic Int Rte Vol Infl H | — | NEW | 新規購入 |
| 20 | RLY | Ss Multi-asset Real Ret ETF | — | EXIT | 全売却 |