CIK: 0001738560
申告総資産額
$2.0億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.71% | +1.39% | +1.07% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.76% | +0.45% | +0.94% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.16% | -1.45% | -0.17% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.66% | +0.15% | +6.62% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.06% | — | -0.23% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.95% | -0.04% | +9.04% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.81% | +2.83% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.74% | -0.67% | -0.21% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.38% | +0.37% | -1.03% | |
| 10 | COR | Cencora INC | 株式-ヘルスケア | 2.25% | -0.62% | -0.56% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.08% | +0.28% | -0.49% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | — | -20.53% | |
| 13 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.79% | — | +9.25% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.61% | +0.32% | +6.18% | |
| 15 | PSX | Phillips 66 | 株式-エネルギー | 1.42% | — | -0.07% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | — | -0.36% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.32% | +0.25% | -0.29% | |
| 18 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.29% | -0.51% | -0.89% | |
| 19 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.24% | -0.01% | -0.53% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | +4.73% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.16% | — | -0.37% | |
| 22 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.16% | — | -12.78% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.13% | +1.24% | +6.66% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.12% | — | -0.45% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.19% | +3.70% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.09% | — | -0.49% | |
| 27 | NRG | Nrg Energy INC | 株式-公益事業 | 0.95% | — | +2680.88% | |
| 28 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 0.95% | -0.02% | +43.14% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.91% | — | +46.48% | |
| 30 | DAL | Delta Air Lines INC | 株式-資本財 | 0.91% | +0.33% | NEW | |
| 31 | GU9 | Guess? INC | 株式-その他 | 0.90% | — | — | |
| 32 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 0.89% | — | +4.97% | |
| 33 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 0.87% | +0.31% | NEW | |
| 34 | KR | Kroger Co | 株式-生活必需品 | 0.87% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | +0.28% | -1.11% | |
| 36 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.85% | — | -6.17% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | +0.73% | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.82% | — | +18.67% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.82% | -0.47% | -34.87% | |
| 40 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.81% | -0.77% | EXIT | |
| 41 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 0.81% | — | — | |
| 42 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.80% | — | -0.74% | |
| 43 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 0.79% | +0.32% | NEW | |
| 44 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.79% | — | — | |
| 45 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.78% | — | +9.56% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.76% | — | +0.46% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.75% | — | -8.38% | |
| 48 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.75% | -0.74% | EXIT | |
| 49 | SYY | Sysco CORP | 株式-生活必需品 | 0.75% | +0.25% | NEW | |
| 50 | SANM | Sanmina CORP | 株式-IT | 0.74% | — | — |