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% | +0.05% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.47% | -0.06% | +0.53% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 4.65% | -0.41% | -1.24% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.36% | -0.93% | +0.85% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 4.23% | -0.17% | -1.19% | |
| 6 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.93% | — | -0.19% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.61% | -0.06% | +0.45% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.57% | — | -0.06% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.47% | -0.06% | -1.22% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.18% | — | +0.69% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.87% | — | -5.52% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.77% | — | +1.53% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 2.40% | — | +4.81% | |
| 14 | TSI | Tcw Strategic Income Fund | 株式-その他 | 2.29% | — | -1.27% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.26% | — | -1.79% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.13% | — | +3.13% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.00% | — | +1.94% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.97% | — | -1.52% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.93% | — | +0.41% | |
| 20 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.87% | +0.30% | -0.70% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.85% | — | +1.19% | |
| 22 | MUA | Blackrock Muniassets Fund | 株式-その他 | 1.53% | — | +0.52% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.32% | — | -0.63% | |
| 24 | STT | State Street CORP | 株式-金融 | 1.16% | — | +0.44% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.15% | — | +0.19% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.11% | -0.02% | +0.97% | |
| 27 | ROST | Ross Stores INC | 株式-一般消費財 | 1.10% | +0.29% | +1.06% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.08% | — | -0.67% | |
| 29 | MMM | 3m Co | 株式-資本財 | 1.06% | — | +19.91% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 1.05% | +0.55% | +2.73% | |
| 31 | OIA | Invesco Municipal Income Opp | 株式-その他 | 1.04% | — | +0.80% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.99% | — | -1.87% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | -1.36% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.87% | — | -4.00% | |
| 35 | KSUEUR | Kansas City Southern | 株式-その他 | 0.79% | — | -44.55% | |
| 36 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.78% | — | +0.25% | |
| 37 | IDLV | Invesco S&p International De | ETF-その他 | 0.78% | — | -1.49% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | +34.88% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.74% | — | +0.05% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.73% | — | — | |
| 41 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.71% | — | -3.34% | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | -55.98% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.66% | — | -0.48% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | -2.49% | |
| 45 | VTRS | Viatris INC | 株式-ヘルスケア | 0.60% | — | -5.62% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.55% | — | +0.63% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +0.67% | |
| 48 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.52% | — | +0.37% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -1.93% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +0.23% |