CIK: 0001789219
申告総資産額
$17.9億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 17.80% | -0.68% | -5.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.88% | -0.73% | -4.01% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.61% | — | -11.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.45% | -0.06% | -8.91% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.87% | -0.40% | -2.27% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 4.67% | -0.08% | -7.90% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.64% | — | -8.38% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.52% | — | -10.01% | |
| 9 | TNC | Tennant Co | 株式-その他 | 2.26% | — | — | |
| 10 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 1.92% | — | +266.71% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.71% | — | +4.85% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.66% | -0.13% | -6.65% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.55% | -0.06% | -1.60% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.24% | — | -5.45% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.23% | +0.03% | +1.88% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.18% | — | -3.48% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | +0.33% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.97% | -0.11% | +5.25% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | -61.17% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.84% | -0.13% | +14.57% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.01% | +0.38% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.83% | -0.26% | +11.55% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.80% | +0.45% | +7.96% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.75% | — | -1.44% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | +0.19% | -5.00% | |
| 26 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.70% | — | -2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | +0.02% | -3.86% | |
| 28 | PGX | Invesco Preferred ETF | ETF-その他 | 0.62% | — | +56.84% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | -6.72% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.57% | — | +24.72% | |
| 31 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.51% | — | -10.77% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +0.46% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | -0.01% | -1.11% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.46% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | -0.08% | -2.44% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.44% | — | -0.25% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | -2.25% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | +1822.69% | |
| 39 | OKE | Oneok INC | 株式-エネルギー | 0.40% | — | +25.89% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.39% | — | +1.15% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | +0.40% | +37.50% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -1.92% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | — | -16.62% | |
| 45 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.36% | — | -2.63% | |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.36% | — | +517.10% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | +2.09% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.34% | +0.04% | +147.58% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.33% | — | — | |
| 50 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.32% | — | +532.14% |