CIK: 0001844480
申告総資産額
$3.7億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 7.81% | -0.27% | -14.43% | |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 6.04% | -0.18% | +11.95% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 5.25% | — | -1.15% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.94% | -1.43% | +0.06% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.75% | -0.28% | +7.24% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.11% | -0.27% | -0.31% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.06% | +0.56% | -4.50% | |
| 8 | IDV | Ishares International Select | ETF-その他 | 2.77% | -0.09% | +2.09% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.62% | -0.38% | -13.43% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.61% | +0.03% | +18.32% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.47% | -0.71% | +103.82% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.30% | — | -27.18% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.19% | — | -5.84% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.08% | — | -35.87% | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.08% | — | +1.25% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.02% | -0.32% | +4.96% | |
| 17 | OKE | Oneok INC | 株式-エネルギー | 1.65% | +0.25% | -3.16% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.57% | — | -4.90% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.54% | -0.25% | +10.21% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.49% | -0.12% | +41.50% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | -0.62% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.42% | — | +0.04% | |
| 23 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.40% | -0.01% | +34.98% | |
| 24 | DFIV | Dimensional International Va | ETF-その他 | 1.37% | +0.79% | +29.59% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.33% | -0.05% | +36.29% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 1.18% | +0.14% | -3.52% | |
| 27 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.12% | — | +3.28% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.00% | — | +11.50% | |
| 29 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.81% | — | -20.08% | |
| 30 | O | Realty Income CORP | 株式-不動産 | 0.76% | — | -0.19% | |
| 31 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.74% | — | +52.95% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | — | +1.69% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.72% | — | -2.21% | |
| 34 | INTF | Ishares International Equity | ETF-その他 | 0.71% | — | -1.39% | |
| 35 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 0.66% | — | -57.97% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.64% | +0.18% | +24.42% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | -0.11% | -23.64% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.59% | — | -5.36% | |
| 39 | WEP | Magellan Midstream Partners | 株式-その他 | 0.58% | — | -29.70% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | -2.74% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -6.76% | |
| 42 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.55% | — | -10.59% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | -1.30% | |
| 44 | DWLD | Davis Select Worldwide ETF | ETF-その他 | 0.52% | — | — | |
| 45 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.51% | — | +0.90% | |
| 46 | AR | Antero Resources CORP | 株式-エネルギー | 0.47% | — | -5.51% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | — | -5.14% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +4.62% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.11% | +13.10% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.25% | -1.27% |