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 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 8.08% | -0.18% | -92.73% | |
| 2 | IDV | Ishares International Select | ETF-その他 | 5.84% | -0.09% | -82.20% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.08% | -0.28% | -95.78% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.71% | +0.03% | -95.43% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 4.50% | — | -93.83% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.48% | +0.56% | -0.25% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 3.84% | +0.79% | -85.79% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.74% | -1.43% | -94.39% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.10% | -0.27% | -5.02% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.79% | -0.01% | -34.65% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.75% | -0.12% | +65.71% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.64% | -0.27% | +8.75% | |
| 13 | OKE | Oneok INC | 株式-エネルギー | 2.62% | +0.25% | +14.69% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.45% | — | -92.76% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.91% | -0.25% | -96.65% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.88% | — | -99.29% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.86% | -0.32% | -2.73% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | -0.71% | -62.36% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.52% | — | +0.06% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.44% | -0.38% | -91.59% | |
| 21 | COP | Conocophillips | 株式-エネルギー | 1.39% | +0.14% | -97.28% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.19% | — | +0.67% | |
| 23 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.09% | — | -10.41% | |
| 24 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.07% | — | -69.51% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | — | -97.71% | |
| 26 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.99% | — | -96.86% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.25% | -0.78% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.75% | — | +1.19% | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 0.73% | +0.18% | +38.49% | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 0.72% | — | -32.98% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.71% | — | -23.04% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | -0.05% | -99.29% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | -0.11% | -82.92% | |
| 34 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.55% | — | +0.14% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | -0.14% | -93.24% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +3.41% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.06% | +14.58% | |
| 38 | DAL | Delta Air Lines INC | 株式-資本財 | 0.53% | — | -0.53% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | — | |
| 40 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.51% | — | +24.20% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.11% | +8.48% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | +12.49% | |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.48% | -0.09% | +105.50% | |
| 44 | PRU | Prudential Financial INC | 株式-金融 | 0.46% | — | +0.38% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.46% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.05% | -78.60% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +0.22% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.43% | — | -5.83% | |
| 49 | PAGP | Plains Gp Holdings Lp-cl A | 株式-エネルギー | 0.43% | — | +13.10% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | +0.11% |