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 | 8.94% | — | +2.19% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 4.78% | — | +1.50% | |
| 3 | EAT | Brinker International INC | 株式-一般消費財 | 4.37% | — | +1.09% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.36% | +0.95% | +2.86% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.23% | — | +1.69% | |
| 6 | TXN | Texas Instruments INC | 株式-IT | 4.04% | +0.87% | +1.68% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.69% | — | +0.84% | |
| 8 | FAST | Fastenal Co | 株式-資本財 | 3.67% | -3.26% | +0.74% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.55% | — | +1.15% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.16% | — | +1.56% | |
| 11 | INFY | Infosys Ltd-sp Adr | 株式-IT | 3.09% | -1.65% | +0.70% | |
| 12 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.91% | — | +0.76% | |
| 13 | CBRL | Cracker Barrel Old Country | 株式-その他 | 2.88% | — | +0.66% | |
| 14 | NTAP | Netapp INC | 株式-IT | 2.84% | — | +1.85% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.72% | -1.75% | +0.74% | |
| 16 | EGOVEUR | Nic INC | 株式-その他 | 2.62% | — | +0.41% | |
| 17 | CHCO | City Holding Co | 株式-その他 | 2.55% | -2.23% | +0.72% | |
| 18 | T | At&t INC | 株式-通信サービス | 2.54% | — | +2.05% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 2.43% | — | — | |
| 20 | FAF | First American Financial | 株式-金融 | 2.32% | — | +0.65% | |
| 21 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.26% | — | +1.46% | |
| 22 | HRB | H&r Block INC | 株式-一般消費財 | 2.16% | — | +1.87% | |
| 23 | CMS | Cms Energy CORP | 株式-公益事業 | 1.99% | — | +0.73% | |
| 24 | COLB | Columbia Banking System INC | 株式-金融 | 1.93% | — | +0.80% | |
| 25 | EIG | Employers Holdings INC | 株式-その他 | 1.87% | -2.40% | +0.72% | |
| 26 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 1.40% | — | -12.88% | |
| 27 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 1.07% | — | +0.68% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | — | +9.62% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.04% | — | +9.65% | |
| 30 | ALGT | Allegiant Travel Co | 株式-その他 | 0.94% | — | -0.70% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.94% | +1.41% | +9.57% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.82% | +1.67% | +7.88% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | +9.98% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +2.19% | +9.56% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | -1.07% | +8.19% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.69% | +1.56% | +9.59% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | +1.73% | +10.13% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | +1.76% | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.62% | — | +8.79% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.61% | — | +1.09% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.57% | — | +2.24% | |
| 42 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.50% | +0.94% | +9.35% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | — | |
| 44 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.43% | — | +1.57% | |
| 45 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.32% | — | +9.66% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.29% | — | +0.25% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +9.44% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | +5.74% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | +0.86% | — | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | — | +9.62% |