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 | 16.79% | — | +5.36% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.95% | — | +4.48% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 7.97% | — | +13.42% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.38% | — | +8.32% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.28% | — | +7.26% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.02% | — | +5.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.99% | — | +7.80% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.99% | — | +6.12% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.36% | — | +6.68% | |
| 10 | XRLV | Invesco S&p 500 Ex-rate Sens | ETF-大型株・グロース | 3.97% | — | +14.97% | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 2.99% | — | +5.49% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.89% | — | +16.15% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.60% | — | — | |
| 14 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.33% | — | +16.59% | |
| 15 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.26% | — | +8.61% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.09% | — | +5.34% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | — | -0.95% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.82% | — | -0.67% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +2.24% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | -8.55% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | — | -12.74% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | — | +0.83% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | +21.58% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +11.66% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.45% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.44% | — | +0.24% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.43% | — | +2.89% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.43% | — | +0.77% | |
| 29 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 0.41% | — | +35.14% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | -0.19% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.38% | — | +0.08% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | — | +65.99% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.32% | — | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | — | +48.58% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.29% | — | +7.14% | |
| 36 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.28% | — | — | |
| 37 | NMIH | Nmi Holdings INC | 株式-金融 | 0.28% | — | +4.73% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.28% | — | +21.19% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.27% | — | +1.72% | |
| 40 | ✓ | Veralto CORP | 株式-その他 | 0.27% | — | +5.70% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.26% | — | -1.06% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.26% | — | -10.20% | |
| 43 | CMF | Ishares California Muni Bond | ETF-その他 | 0.21% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.19% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | +2.27% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.17% | — | +155.56% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.16% | — | -8.90% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.16% | — | -91.34% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.15% | — | — | |
| 50 | TSLXUSD | Tpg Specialty Lending INC | 株式-その他 | 0.15% | — | -7.54% |