CIK: 0001744073
申告総資産額
$20.7億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 16.60% | — | +10.44% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.81% | — | — | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 7.83% | — | +35.41% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.66% | — | +9.50% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.43% | — | +13.74% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.93% | — | +6.00% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.78% | — | +11.99% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.06% | — | +15.40% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.32% | — | +14.19% | |
| 10 | XRLV | Invesco S&p 500 Ex-rate Sens | ETF-大型株・グロース | 3.59% | — | — | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 3.07% | — | +22.48% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.89% | — | +17.99% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.82% | — | +9.03% | |
| 14 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.43% | — | +113.49% | |
| 15 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.30% | — | +27.02% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | — | +5.23% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.00% | — | +4.46% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.93% | — | -22.05% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +1.68% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | -3.75% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +31.04% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | -6.12% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | — | +2.03% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | — | +2.21% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +1.42% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | +28.92% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.42% | — | +2.35% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.41% | — | -2.42% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.37% | — | +8.64% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +18.57% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.33% | — | -6.31% | |
| 32 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 0.33% | — | +11.29% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.31% | — | -25.36% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | — | +0.02% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | -25.52% | |
| 36 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.29% | — | — | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.27% | — | — | |
| 38 | ✓ | Veralto CORP | 株式-その他 | 0.27% | — | -2.16% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.24% | — | — | |
| 40 | CMF | Ishares California Muni Bond | ETF-その他 | 0.24% | — | +7.79% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.22% | — | +18.72% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | — | +64.05% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.22% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.21% | — | +36.10% | |
| 45 | NMIH | Nmi Holdings INC | 株式-金融 | 0.21% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.21% | — | -0.46% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | -27.36% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.17% | — | -8.65% | |
| 49 | TSLXUSD | Tpg Specialty Lending INC | 株式-その他 | 0.16% | — | +18.50% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.16% | — | — |