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 | 10.91% | +0.27% | +6.97% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.83% | -0.06% | +0.83% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 5.77% | -0.41% | -0.40% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.64% | -0.93% | -1.32% | |
| 5 | TSI | Tcw Strategic Income Fund | 株式-その他 | 4.15% | — | +2.11% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.97% | — | +2.07% | |
| 7 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.50% | — | -0.75% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.37% | — | +0.05% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.31% | -0.17% | -0.83% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.22% | -0.06% | -0.42% | |
| 11 | ROST | Ross Stores INC | 株式-一般消費財 | 2.69% | +0.29% | -0.13% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.62% | -0.06% | +2.03% | |
| 13 | SCHY | Schwab International Dvd ETF | ETF-その他 | 2.36% | — | +12.61% | |
| 14 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 2.30% | +0.30% | +11.99% | |
| 15 | UBAUSD | Urstadt Biddle - Class A | 株式-その他 | 2.27% | — | +2.90% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.24% | — | -2.26% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.06% | — | +4.63% | |
| 18 | CSX | Csx CORP | 株式-資本財 | 2.00% | — | -1.09% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.97% | +0.55% | +5.34% | |
| 20 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.51% | +0.07% | NEW | |
| 21 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.46% | — | +97.24% | |
| 22 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.45% | — | +0.49% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.21% | — | -1.93% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.20% | — | +7.15% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.07% | +26.23% | |
| 26 | GNTX | Gentex CORP | 株式-一般消費財 | 1.19% | — | -1.70% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | — | -0.68% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.07% | — | +8.84% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.92% | — | +7.63% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.79% | — | -3.37% | |
| 31 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 0.78% | +0.25% | +4.01% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.76% | — | +0.10% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | -0.02% | -0.09% | |
| 34 | STT | State Street CORP | 株式-金融 | 0.75% | — | -1.80% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +4.06% | |
| 36 | EWBC | East West Bancorp INC | 株式-金融 | 0.67% | — | +6.88% | |
| 37 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.65% | — | +0.32% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.64% | — | +0.08% | |
| 39 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.60% | — | +13.48% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -3.81% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.51% | — | +0.16% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.51% | — | +0.05% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.51% | — | +0.19% | |
| 44 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.50% | — | +6.12% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | +0.10% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | +38.10% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +0.13% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +3.75% | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.40% | — | +0.25% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-中小型株 | 0.37% | — | — |