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 | 6.97% | +0.27% | +9.35% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.33% | -0.06% | +0.72% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 5.14% | -0.41% | +8.55% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.17% | — | +14.16% | |
| 5 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.85% | — | +1.48% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.76% | -0.06% | +113.23% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.70% | -0.06% | +0.52% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.58% | — | +6.12% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.37% | -0.93% | -3.66% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 3.33% | -0.17% | -4.46% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.79% | — | +106.64% | |
| 12 | TSI | Tcw Strategic Income Fund | 株式-その他 | 2.07% | — | +6.15% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 2.00% | — | +3.63% | |
| 14 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.87% | — | +36.44% | |
| 15 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.78% | +0.30% | -4.55% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.77% | — | -9.35% | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.70% | — | -15.50% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.69% | — | -20.33% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.68% | — | +18.15% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.62% | — | +7.60% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.43% | — | -11.13% | |
| 22 | ROST | Ross Stores INC | 株式-一般消費財 | 1.37% | +0.29% | +32.20% | |
| 23 | LOGI | Logitech International S.A. | 株式-IT | 1.32% | — | +14.83% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 1.21% | — | — | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.19% | -0.02% | +22.20% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.16% | — | -2.16% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.15% | +0.55% | +0.02% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.15% | — | -41.63% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | -12.98% | |
| 30 | SCHY | Schwab International Dvd ETF | ETF-その他 | 1.08% | — | +21.72% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.03% | — | +6.35% | |
| 32 | MUA | Blackrock Muniassets Fund | 株式-その他 | 1.02% | — | -9.48% | |
| 33 | STT | State Street CORP | 株式-金融 | 1.01% | — | -8.87% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | — | -9.73% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | -69.22% | |
| 36 | OIA | Invesco Municipal Income Opp | 株式-その他 | 0.86% | — | -1.56% | |
| 37 | GNTX | Gentex CORP | 株式-一般消費財 | 0.82% | — | +3.82% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | — | -3.05% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.78% | — | -6.92% | |
| 40 | IDLV | Invesco S&p International De | ETF-その他 | 0.73% | — | +0.32% | |
| 41 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.70% | — | -6.16% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.68% | — | -2.31% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.64% | — | -1.00% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.58% | — | -0.52% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.57% | — | -1.03% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | — | — | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.54% | — | -22.57% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | -0.80% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | -21.84% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.49% | — | +0.63% |