CIK: 0001786411
申告総資産額
$2.4億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 13.15% | — | — | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.96% | — | — | |
| 3 | AVGO | Broadcom INC | 株式-IT | 4.11% | — | — | |
| 4 | EGOVEUR | Nic INC | 株式-その他 | 3.88% | — | — | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.80% | — | — | |
| 6 | TXN | Texas Instruments INC | 株式-IT | 3.48% | +0.87% | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.44% | — | — | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.39% | — | — | |
| 9 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.18% | — | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.11% | — | — | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.10% | +0.95% | — | |
| 12 | INFY | Infosys Ltd-sp Adr | 株式-IT | 3.00% | -1.65% | — | |
| 13 | EAT | Brinker International INC | 株式-一般消費財 | 2.82% | — | — | |
| 14 | FAST | Fastenal Co | 株式-資本財 | 2.78% | -3.26% | — | |
| 15 | CMS | Cms Energy CORP | 株式-公益事業 | 2.77% | — | — | |
| 16 | T | At&t INC | 株式-通信サービス | 2.68% | — | — | |
| 17 | ALGT | Allegiant Travel Co | 株式-その他 | 2.62% | — | — | |
| 18 | FAF | First American Financial | 株式-金融 | 2.50% | — | — | |
| 19 | COLB | Columbia Banking System INC | 株式-金融 | 2.47% | — | — | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.32% | -1.75% | — | |
| 21 | EIG | Employers Holdings INC | 株式-その他 | 2.26% | -2.40% | — | |
| 22 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 2.26% | — | — | |
| 23 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.14% | +1.89% | — | |
| 24 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 2.07% | — | — | |
| 25 | CBRL | Cracker Barrel Old Country | 株式-その他 | 1.92% | — | — | |
| 26 | CHCO | City Holding Co | 株式-その他 | 1.48% | -2.23% | — | |
| 27 | HN9 | Hanesbrands INC | 株式-その他 | 1.33% | — | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | — | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | +1.67% | — | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.58% | — | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.58% | — | — | |
| 32 | INTC | Intel CORP | 株式-IT | 0.57% | — | — | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | +1.41% | — | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | +1.56% | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | +2.19% | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | — | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | -1.07% | — | |
| 39 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.44% | — | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | +1.73% | — | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | +0.86% | — | |
| 42 | LRCXEUR | Lam Research CORP | 株式-IT | 0.24% | — | — | |
| 43 | ZION | Zions Bancorp NA | 株式-金融 | 0.24% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 45 | AAPL | Apple INC | 株式-IT | 0.22% | — | — | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.22% | — | — | |
| 47 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.21% | — | — | |
| 48 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.21% | +0.94% | — | |
| 49 | CMA | Comerica INC | 株式-その他 | 0.20% | — | — | |
| 50 | CAROEUR | Carolina Financial CORP | 株式-その他 | 0.19% | — | — |