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 | 10.67% | +0.27% | +4.61% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 5.62% | -0.41% | -0.08% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.54% | -0.06% | +0.98% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.67% | -0.93% | +0.92% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.18% | — | +9.03% | |
| 6 | TSI | Tcw Strategic Income Fund | 株式-その他 | 3.82% | — | -0.83% | |
| 7 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 3.46% | — | +2.80% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 3.28% | -0.17% | -3.39% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.20% | -0.06% | +0.68% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.09% | — | +0.15% | |
| 11 | SCHY | Schwab International Dvd ETF | ETF-その他 | 2.85% | — | +28.23% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.72% | -0.06% | +3.58% | |
| 13 | ROST | Ross Stores INC | 株式-一般消費財 | 2.66% | +0.29% | -1.40% | |
| 14 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 2.41% | +0.30% | +8.13% | |
| 15 | REG | Regency Centers CORP | 株式-不動産 | 2.15% | — | — | |
| 16 | CSX | Csx CORP | 株式-資本財 | 2.12% | — | +4.89% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.04% | — | -0.24% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.02% | +0.55% | -0.57% | |
| 19 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.64% | +0.07% | NEW | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.50% | — | +0.32% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.46% | — | -18.02% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.45% | -0.07% | +13.33% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.40% | — | +3.96% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.38% | — | +12.75% | |
| 25 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.33% | — | -2.22% | |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.30% | — | +25.26% | |
| 27 | GNTX | Gentex CORP | 株式-一般消費財 | 1.15% | — | -1.57% | |
| 28 | MKL | Markel Group INC | 株式-金融 | 1.10% | -0.07% | +6.41% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | -1.08% | |
| 30 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 0.83% | +0.25% | +5.06% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.72% | — | -2.17% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.70% | — | -0.21% | |
| 33 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 0.69% | +0.77% | — | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.68% | -0.02% | — | |
| 35 | DG | Dollar General CORP | 株式-生活必需品 | 0.63% | — | — | |
| 36 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.62% | — | -1.38% | |
| 37 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.61% | — | +0.17% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.59% | — | -3.56% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +4.97% | |
| 40 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.58% | — | +0.26% | |
| 41 | EWBC | East West Bancorp INC | 株式-金融 | 0.55% | — | -1.29% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.53% | — | -2.55% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +0.17% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.51% | — | -57.30% | |
| 45 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.49% | — | +80.24% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | — | |
| 48 | STT | State Street CORP | 株式-金融 | 0.44% | — | -19.64% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.43% | — | -2.57% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.43% | — | -3.82% |