CIK: 0001803295
申告総資産額
$1.5億
| # | 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 | SCHR | Schwab Intermediate-term US | ETF-その他 | 17.72% | +0.12% | +69.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.41% | -0.20% | -1.81% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.68% | — | -5.01% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 5.21% | +0.71% | +1.15% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.51% | — | +19.18% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.39% | -0.66% | -12.90% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.30% | -0.42% | +7.64% | |
| 8 | IYF | Ishares US Financials ETF | ETF-その他 | 3.45% | -0.34% | +0.12% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.30% | -0.13% | -4.00% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.26% | +0.23% | +6.95% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.23% | -0.33% | -2.25% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.02% | +0.50% | -2.59% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.01% | -0.10% | +268.80% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.69% | +0.60% | -0.62% | |
| 15 | IXP | Ishares Global Comm Services | ETF-その他 | 1.47% | — | +5.00% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.44% | +0.38% | +64.28% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.16% | -0.03% | -4.03% | |
| 18 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.14% | — | +68.15% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.14% | — | -16.76% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.08% | — | -27.72% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.01% | +0.02% | -8.55% | |
| 22 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.80% | +0.16% | +7.69% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -1.60% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | — | -2.64% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.67% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.03% | +0.76% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -13.57% | |
| 28 | RETAEUR | Reata Pharmaceuticals Inc-a | 株式-その他 | 0.60% | — | -6.24% | |
| 29 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.59% | -0.31% | +14.06% | |
| 30 | PAAS | Pan American Silver CORP | 株式-素材 | 0.54% | — | -37.18% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | — | |
| 33 | NMI1EUR | Kirkland Lake Gold LTD | 株式-その他 | 0.45% | — | -38.76% | |
| 34 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.43% | — | +9.47% | |
| 35 | PDX | Pimco Dynamic Income Strat | 株式-その他 | 0.41% | — | +84.39% | |
| 36 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.39% | — | -5.18% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | — | -2.69% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.38% | — | — | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | -43.82% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.07% | -2.43% | |
| 41 | ETNBGBP | 89bio INC | 株式-その他 | 0.34% | — | +22.08% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | +0.01% | +1.41% | |
| 43 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.31% | — | — | |
| 44 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 0.31% | — | — | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.29% | — | — | |
| 46 | ASND | Ascendis Pharma A/S | 株式-その他 | 0.29% | — | +12.60% | |
| 47 | SQQQ | ProShares UltraPro Short QQQ | 株式-その他 | 0.27% | — | -66.67% | |
| 48 | BNTX | Biontech Se-adr | 株式-その他 | 0.27% | — | -35.06% | |
| 49 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.26% | — | +4.73% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.26% | — | -69.35% |