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 | 19.57% | — | +2.11% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 14.33% | — | +1.71% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 11.96% | — | +1.77% | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 11.21% | — | +0.95% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.14% | -0.19% | +0.53% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 8.13% | — | +0.82% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.39% | -0.02% | +1.20% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 4.74% | — | +934.28% | |
| 9 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.38% | — | +2.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.41% | -0.27% | +4.20% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.27% | — | +3.29% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.73% | — | +1.04% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | +0.12% | +8.83% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | +3.14% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.20% | — | +25.83% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.19% | — | +0.70% | |
| 18 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.19% | +0.01% | — | |
| 19 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.13% | — | +0.95% | |
| 20 | SRE | Sempra | 株式-公益事業 | 0.12% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.4% | +1.20% | 増加 |
| 2 | QUS | Ss Spdr Msci U Stratfact ETF | +0.4% | +0.95% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.20% | 増加 |
| 4 | SGOL | Abrdn Physical Gold Shares | +0.1% | +934.28% | 増加 |
| 5 | VZ | Verizon Communications INC | +0.1% | +8.83% | 増加 |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.53% | 増加 |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +25.83% | 増加 |
| 8 | EFA | Ishares Msci Eafe ETF | 0% | +3.14% | 増加 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 10 | SUSC | Ishares Esg Aware Usd Corpor | — | +0.95% | 増加 |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +3.29% | 増加 |
| 12 | SCHO | Schwab Short-term US Treas | 0% | +0.70% | 増加 |
| 13 | NOC | Northrop Grumman CORP | 0% | — | 変化なし |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.1% | +1.04% | 増加 |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | +1.77% | 増加 |
| 16 | IVOL | Quadratic Int Rte Vol Infl H | -0.1% | +2.12% | 増加 |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | +0.82% | 増加 |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | +1.71% | 増加 |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | -0.5% | +2.11% | 増加 |
| 20 | SRE | Sempra | — | NEW | 新規購入 |