CIK: 0001786411
申告総資産額
$2.4億
上位200銘柄を表示中（全270銘柄）
| # | 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 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 12.15% | — | -6.29% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 9.94% | — | -5.05% | |
| 3 | MOS | Mosaic Co/the | 株式-素材 | 4.46% | -2.45% | +4.36% | |
| 4 | DELL | Dell Technologies -c | 株式-IT | 4.38% | -3.80% | — | |
| 5 | FAST | Fastenal Co | 株式-資本財 | 4.19% | -3.26% | +104.96% | |
| 6 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 3.65% | -2.99% | +2.33% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.56% | +0.95% | +1.36% | |
| 8 | GU9 | Guess? INC | 株式-その他 | 3.38% | -4.06% | EXIT | |
| 9 | DOX | Amdocs Limited | 株式-IT | 3.26% | -2.36% | +0.82% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.14% | — | -5.54% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 3.07% | -1.07% | +2.23% | |
| 12 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 2.82% | — | -7.08% | |
| 13 | CHCO | City Holding Co | 株式-その他 | 2.79% | -2.23% | +2.34% | |
| 14 | F | Ford Motor Co | 株式-一般消費財 | 2.63% | -2.62% | -2.12% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.49% | — | -1.83% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.37% | — | +0.25% | |
| 17 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 2.30% | -1.88% | EXIT | |
| 18 | BLMN | Bloomin' Brands INC | 株式-その他 | 2.29% | -1.34% | EXIT | |
| 19 | INFY | Infosys Ltd-sp Adr | 株式-IT | 2.06% | -1.65% | +2.60% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.99% | — | -1.21% | |
| 21 | EIG | Employers Holdings INC | 株式-その他 | 1.71% | -2.40% | +1.23% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.66% | — | -4.16% | |
| 23 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.42% | — | +2.14% | |
| 24 | COR | Cencora INC | 株式-ヘルスケア | 0.77% | — | +39.55% | |
| 25 | EQH | Equitable Holdings INC | 株式-金融 | 0.74% | — | +31.93% | |
| 26 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.73% | — | +18.00% | |
| 27 | ADSK | Autodesk INC | 株式-IT | 0.68% | — | +40.11% | |
| 28 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.65% | — | +31.70% | |
| 29 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.64% | — | +32.43% | |
| 30 | GDDY | Godaddy INC - Class A | 株式-IT | 0.64% | — | +32.75% | |
| 31 | MANH | Manhattan Associates INC | 株式-IT | 0.61% | — | +31.94% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | +31.77% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.59% | — | +20.72% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.58% | — | -3.46% | |
| 35 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.57% | — | +31.88% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.56% | — | +42.03% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.54% | — | -3.12% | |
| 38 | AZO | Autozone INC | 株式-一般消費財 | 0.53% | — | +35.21% | |
| 39 | LII | Lennox International INC | 株式-資本財 | 0.51% | — | +32.36% | |
| 40 | MSI | Motorola Solutions INC | 株式-IT | 0.51% | — | +32.19% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | — | +40.02% | |
| 42 | NU | Nu Holdings Ltd. | 株式-金融 | 0.50% | — | +31.54% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.49% | -1.75% | +42.95% | |
| 44 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.46% | — | — | |
| 45 | BRBR | Bellring Brands INC | 株式-生活必需品 | 0.45% | — | +32.16% | |
| 46 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.42% | — | -3.49% | |
| 47 | CLX | Clorox Company | 株式-生活必需品 | 0.40% | — | +32.03% | |
| 48 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.33% | — | — | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.25% | — | — | |
| 50 | MKL | Markel Group INC | 株式-金融 | 0.23% | — | — |