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 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 23.37% | — | +36.24% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 12.26% | — | +12.99% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 10.66% | +0.23% | -5.00% | |
| 4 | DSTL | Distillate US Fundamental St | ETF-その他 | 9.84% | — | -4.42% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.88% | -0.19% | -3.04% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-その他 | 7.70% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.75% | -0.27% | -29.38% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.54% | -0.02% | -17.38% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 4.94% | — | +6.55% | |
| 10 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.54% | — | +4.42% | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 2.13% | — | — | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | +0.12% | +8.16% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | -7.63% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.32% | -0.13% | +3.38% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | -4.38% | |
| 16 | ARKK | Ark Innovation ETF | ETF-その他 | 0.24% | — | -8.95% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.21% | — | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.17% | — | +0.27% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.14% | — | +0.18% | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.13% | +0.01% | — | |
| 22 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.12% | — | +0.62% | |
| 23 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.09% | — | — |