CIK: 0001839735
申告総資産額
$6740.9万
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.66% | +1.52% | +1.93% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.46% | — | +11.77% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.39% | -0.22% | -4.76% | |
| 4 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.98% | — | +2.54% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.97% | -1.07% | +3.17% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.47% | -0.17% | -7.22% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.11% | +0.54% | +1.14% | |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.64% | — | +15.09% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.55% | — | +2.64% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.54% | +0.18% | +3.26% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.51% | -0.77% | -1.29% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 2.42% | -0.51% | +14.40% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.41% | +0.80% | +1.34% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.39% | -0.27% | +6.08% | |
| 15 | WTRG | Essential Utilities INC | 株式-公益事業 | 2.16% | — | +16.24% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.12% | — | -5.39% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.08% | — | +8.78% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.85% | -0.45% | +19.09% | |
| 19 | LHX | L3harris Technologies INC | 株式-資本財 | 1.79% | — | +14.54% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.76% | — | +1.28% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.75% | — | +1.21% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.73% | +0.79% | NEW | |
| 23 | AMT | American Tower CORP | 株式-不動産 | 1.70% | — | +12.69% | |
| 24 | DFSD | Dimensional Short Duration | ETF-その他 | 1.69% | — | +11.61% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.57% | — | +12.97% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.55% | -0.42% | +9.75% | |
| 27 | GIS | General Mills INC | 株式-生活必需品 | 1.53% | -0.34% | EXIT | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.41% | +0.04% | +2.36% | |
| 29 | RPM | Rpm International INC | 株式-素材 | 1.39% | -0.17% | +15.11% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | — | +26.95% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.38% | -0.22% | +10.02% | |
| 32 | MKTX | Marketaxess Holdings INC | 株式-金融 | 1.37% | — | +13.19% | |
| 33 | FAF | First American Financial | 株式-金融 | 1.35% | -0.20% | +15.06% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.34% | — | -0.61% | |
| 35 | ADI | Analog Devices INC | 株式-IT | 1.33% | — | +12.55% | |
| 36 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.32% | — | -0.79% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 1.28% | — | +12.11% | |
| 38 | FNV | Franco-nevada CORP | 株式-素材 | 1.26% | — | +14.28% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | — | +7.44% | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.13% | -0.05% | +3.02% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.01% | -0.18% | +11.25% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 1.00% | -2.98% | — | |
| 43 | XYL | Xylem INC | 株式-資本財 | 1.00% | -0.18% | — | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.99% | -0.29% | — | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.96% | — | +16.50% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.92% | +0.03% | +9.77% | |
| 47 | SNA | Snap-on INC | 株式-資本財 | 0.91% | — | — | |
| 48 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.90% | — | — | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.90% | — | — | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | — |