CIK: 0001811513
申告総資産額
$11.5億
| # | 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 | 67.15% | -32.88% | -1.39% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 19.70% | +2.69% | — | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 10.86% | -5.66% | -4.42% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.94% | +4.42% | -2.23% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.36% | +8.96% | +24960.00% | |
| 6 | AMPY | Amplify Energy CORP | 株式-その他 | — | — | EXIT | |
| 7 | LYB | LyondellBasell Industries N.V. | 株式-素材 | — | — | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +24960.00% | 増加 |
| 2 | AMPY | Amplify Energy CORP | — | — | 変化なし |
| 3 | LYB | LyondellBasell Industries N.V. | — | — | 変化なし |
| 4 | BKLN | Invesco Senior Loan ETF | -0.5% | -2.23% | 減少 |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | -3.4% | -4.42% | 減少 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -16.1% | -1.39% | 減少 |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |