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 | 10.95% | +0.27% | +4.41% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 5.55% | -0.41% | +0.09% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.44% | -0.06% | +6.71% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.88% | -0.93% | +0.55% | |
| 5 | TSI | Tcw Strategic Income Fund | 株式-その他 | 4.17% | — | +7.45% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.04% | — | +0.06% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.53% | — | -0.29% | |
| 8 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.46% | — | -1.07% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.32% | -0.17% | -1.16% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.15% | -0.06% | +0.37% | |
| 11 | ROST | Ross Stores INC | 株式-一般消費財 | 3.07% | +0.29% | +0.37% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.49% | -0.06% | +0.25% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.49% | — | -5.51% | |
| 14 | UBAUSD | Urstadt Biddle - Class A | 株式-その他 | 2.47% | — | +7.96% | |
| 15 | CSX | Csx CORP | 株式-資本財 | 2.18% | — | +1.96% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.12% | — | -0.07% | |
| 17 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 2.09% | +0.30% | +3.70% | |
| 18 | SCHY | Schwab International Dvd ETF | ETF-その他 | 2.07% | — | +10.10% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.62% | +0.55% | +71.90% | |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.51% | — | +1.90% | |
| 21 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.41% | — | +7.86% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.26% | — | -46.60% | |
| 23 | GNTX | Gentex CORP | 株式-一般消費財 | 1.23% | — | +2.63% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.20% | — | -0.67% | |
| 25 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.05% | +0.07% | NEW | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | +0.18% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.94% | — | -0.03% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | -0.07% | +9.09% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | -9.94% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.84% | — | +2.33% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.82% | — | -0.26% | |
| 32 | STT | State Street CORP | 株式-金融 | 0.81% | — | +0.20% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.78% | — | -0.76% | |
| 34 | EWBC | East West Bancorp INC | 株式-金融 | 0.77% | — | +174.94% | |
| 35 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 0.74% | +0.25% | +97.64% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.74% | -0.02% | -0.01% | |
| 37 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.69% | — | +0.32% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.67% | — | -19.50% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.61% | — | +9.96% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | — | +0.29% | |
| 41 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.55% | — | +8.66% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.54% | — | -3.10% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | +0.09% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.53% | — | +0.16% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.49% | — | +0.13% | |
| 46 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.46% | — | +4.21% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.46% | — | +2.90% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -0.44% | |
| 49 | CVBF | Cvb Financial CORP | 株式-その他 | 0.42% | — | +0.38% | |
| 50 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.41% | — | +0.35% |