CIK: 0001716539
申告総資産額
$7.9億
| # | 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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 11.73% | -0.03% | +0.68% | |
| 2 | EMLP | First Trust North American E | ETF-その他 | 7.99% | — | -0.68% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.82% | -0.23% | +1.70% | |
| 4 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 5.79% | — | +1.52% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 5.15% | +0.04% | -4.45% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 4.70% | +0.01% | -1.39% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.58% | +0.04% | -15.83% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 3.48% | — | +1.28% | |
| 9 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-その他 | 3.34% | — | -0.56% | |
| 10 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 3.05% | -0.15% | -0.41% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 3.04% | +0.07% | -0.51% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | -0.09% | +0.96% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.43% | -0.22% | +4.97% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | +0.01% | -0.94% | |
| 15 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.13% | -0.17% | +0.74% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.04% | — | +1.61% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.85% | — | -0.66% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.69% | -0.13% | +0.32% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | — | +0.20% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.58% | -0.09% | — | |
| 21 | DE | Deere & Co | 株式-資本財 | 1.52% | — | +1.09% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.47% | -0.17% | +2.30% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.44% | -0.27% | +0.42% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.42% | — | -0.23% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.01% | +9.94% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.35% | — | +2.66% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | — | -1.71% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | — | +0.25% | |
| 29 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.23% | — | +0.76% | |
| 30 | NTR | Nutrien LTD | 株式-素材 | 1.15% | — | +0.40% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 1.10% | — | -60.40% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | +0.07% | -0.57% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | +0.06% | -0.75% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.77% | — | +4.67% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.57% | — | -9.41% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +0.42% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.52% | — | +11.40% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +5.45% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | +7.24% | |
| 41 | XYZ | Block INC | 株式-金融 | 0.30% | — | — | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.25% | — | +5.72% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.23% | — | +13.74% | |
| 44 | BBTUSD | Bb&t CORP | 株式-その他 | 0.18% | — | — | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.17% | — | — | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.17% | — | — | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.17% | — | -13.99% | |
| 48 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.15% | — | +13.75% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | — | — | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.12% | — | — |