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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.51% | -0.20% | +1.90% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 7.14% | +0.12% | +17.46% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.68% | — | -4.80% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 6.07% | +0.71% | +2.05% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.63% | -0.42% | +6.59% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.04% | -0.66% | +0.60% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.98% | +0.50% | +1.33% | |
| 8 | IYF | Ishares US Financials ETF | ETF-その他 | 2.72% | -0.34% | -0.03% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.62% | -0.13% | -3.32% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.61% | +0.23% | +4.68% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.54% | -0.33% | -2.44% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.24% | — | -7.23% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.16% | -0.10% | -4.93% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.14% | — | -13.07% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.86% | +0.38% | +1.81% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.55% | +0.60% | -2.10% | |
| 17 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.53% | — | +0.02% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.44% | — | -2.17% | |
| 19 | PLUG | Plug Power INC | 株式-資本財 | 1.38% | +0.02% | +1.33% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.33% | — | +0.01% | |
| 21 | VDE | Vanguard Energy ETF | ETF-その他 | 1.31% | — | -2.89% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.31% | -0.03% | -0.58% | |
| 23 | IXP | Ishares Global Comm Services | ETF-その他 | 1.14% | — | +0.48% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.09% | +0.02% | -7.73% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-その他 | 1.02% | — | — | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.98% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | +0.01% | +0.12% | |
| 28 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.79% | +0.16% | +1.65% | |
| 29 | PDX | Pimco Dynamic Income Strat | 株式-その他 | 0.72% | — | +4.08% | |
| 30 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.70% | -0.31% | +1.76% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | — | -0.87% | |
| 32 | ZETA | Zeta Global Holdings Corp-a | 株式-IT | 0.66% | — | — | |
| 33 | GRND | Grindr INC | 株式-その他 | 0.63% | -0.03% | +122.33% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.62% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | — | |
| 36 | HQY | Healthequity INC | 株式-ヘルスケア | 0.53% | -0.07% | +0.21% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.06% | +40.19% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +0.43% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | +0.09% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +10.90% | |
| 41 | SGDM | Sprott Gold Miners ETF | ETF-コモディティ | 0.47% | +0.12% | -3.89% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.43% | — | +1.69% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.03% | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | +0.01% | +1.30% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.35% | — | — | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.35% | +0.04% | +1.95% | |
| 48 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.34% | — | +0.29% | |
| 49 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 0.34% | — | — | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.07% | -9.77% |