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 | 18.38% | — | +3.44% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 11.31% | — | -0.48% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 10.62% | +0.23% | — | |
| 4 | DSTL | Distillate US Fundamental St | ETF-その他 | 9.89% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.16% | -0.27% | +0.30% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.93% | -0.19% | +0.53% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.87% | — | +3.18% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.46% | -0.02% | +4.80% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.72% | — | +4.02% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 4.92% | — | -6.61% | |
| 11 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 3.55% | — | +4.17% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | +0.12% | +0.78% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | +22.76% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.34% | -0.13% | +3.88% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | -1.07% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | — | |
| 17 | ARKK | Ark Innovation ETF | ETF-その他 | 0.21% | — | +5.10% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.18% | — | +7.32% | |
| 19 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.14% | +0.01% | -5.33% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.13% | — | -5.30% | |
| 21 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.12% | — | +0.52% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.11% | — | -17.82% |