CIK: 0001908885
申告総資産額
$1.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.10% | — | -0.59% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 13.27% | — | +0.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.84% | — | -1.01% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 10.51% | — | +1.29% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.32% | — | -1.87% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.71% | — | +0.10% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 7.26% | — | +0.42% | |
| 8 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 6.40% | — | +0.50% | |
| 9 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 4.41% | — | +0.22% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.54% | — | +0.87% | |
| 11 | KORP | American Century Diversified | ETF-その他 | 2.31% | — | +0.97% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 1.81% | — | +1.16% | |
| 13 | WTBA | West Bancorporation | 株式-その他 | 0.90% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | +0.23% | |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 0.60% | — | +0.63% | |
| 16 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.58% | — | +0.79% | |
| 17 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.45% | — | +0.96% | |
| 18 | NRG | Nrg Energy INC | 株式-公益事業 | 0.45% | — | +0.79% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | — | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.25% | — | +21.48% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.24% | — | -1.85% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 24 | SLB | Slb LTD | 株式-エネルギー | 0.21% | — | — | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.20% | — | -97.50% |