CIK: 0002051965
申告総資産額
$3.0億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.13% | +0.27% | +8.26% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.29% | -0.06% | +4.24% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 4.42% | -0.41% | +4.80% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.40% | -0.93% | -0.72% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 4.33% | -0.17% | +1.24% | |
| 6 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.95% | — | +8.48% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.54% | — | +3.61% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.45% | -0.06% | +2.52% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.37% | -0.06% | +1.18% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.14% | — | +5.00% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.05% | — | -6.51% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.71% | — | +19.63% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 2.43% | — | +16.95% | |
| 14 | TSI | Tcw Strategic Income Fund | 株式-その他 | 2.32% | — | -0.51% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.30% | — | -1.45% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.01% | — | +82.19% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.95% | — | +21.94% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.95% | — | -1.89% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.95% | — | +18.28% | |
| 20 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.87% | +0.30% | -4.91% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.81% | — | +23.18% | |
| 22 | MUA | Blackrock Muniassets Fund | 株式-その他 | 1.43% | — | -0.40% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.42% | — | -0.63% | |
| 24 | KSUEUR | Kansas City Southern | 株式-その他 | 1.37% | — | -58.82% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.37% | — | +0.64% | |
| 26 | STT | State Street CORP | 株式-金融 | 1.23% | — | -0.45% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 1.17% | — | -1.14% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.11% | -0.02% | +3.50% | |
| 29 | ROST | Ross Stores INC | 株式-一般消費財 | 1.09% | +0.29% | +4.36% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.07% | — | +0.27% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.03% | — | -0.92% | |
| 32 | OIA | Invesco Municipal Income Opp | 株式-その他 | 1.02% | — | -0.47% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.96% | — | -0.77% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.94% | — | -12.88% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.92% | +0.55% | — | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +0.23% | |
| 37 | IDLV | Invesco S&p International De | ETF-その他 | 0.81% | — | +0.19% | |
| 38 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.80% | — | -0.96% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.74% | — | +0.05% | |
| 40 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.73% | — | -4.03% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.72% | — | -3.45% | |
| 42 | MORN | Morningstar INC | 株式-金融 | 0.71% | -0.32% | +0.02% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.67% | — | -12.01% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | +0.19% | |
| 45 | VTRS | Viatris INC | 株式-ヘルスケア | 0.64% | — | +63.22% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.55% | — | +2.24% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +2.35% | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.51% | — | -0.98% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | — |