CIK: 0001910383
申告総資産額
$4.0億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 13.38% | -0.03% | +4.04% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 13.15% | -0.03% | -2.17% | |
| 3 | DEW | Wisdomtree Global High Divid | ETF-その他 | 11.23% | — | +14.08% | |
| 4 | XLE | Ss Energy Select Sector | ETF-その他 | 6.22% | — | +9.94% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.27% | — | +4.38% | |
| 6 | RWO | State Street Spdr Dow Jones | ETF-その他 | 2.54% | — | +11.10% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.91% | +0.09% | +10.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | -0.20% | +2045.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.64% | +0.06% | +8.06% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.61% | -0.02% | +8.80% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 1.56% | +0.21% | +7.41% | |
| 12 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.55% | — | -13.11% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.54% | -0.14% | +7.07% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.53% | +0.03% | -0.94% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.51% | — | +6.43% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | +0.05% | +7.10% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | -0.23% | +7.05% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.04% | +33.91% | |
| 19 | FITB | Fifth Third Bancorp | 株式-金融 | 1.49% | +0.01% | +8.84% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.48% | +0.01% | +10.54% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.46% | +0.02% | +10.94% | |
| 22 | OC | Owens Corning | 株式-資本財 | 1.45% | — | +9.12% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.44% | — | -3.28% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.44% | — | +5.35% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.42% | — | +8.88% | |
| 26 | LRCXEUR | Lam Research CORP | 株式-IT | 1.37% | -0.88% | +9.14% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.31% | +0.03% | +11.29% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | +10.78% | |
| 29 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 1.21% | — | -1.13% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.13% | — | -3.60% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | +0.23% | +7.90% | |
| 32 | PGR | Progressive CORP | 株式-金融 | 1.09% | -0.16% | +6.07% | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.08% | +0.25% | -18.61% | |
| 34 | WEN | Wendy's Co/the | 株式-一般消費財 | 1.02% | — | +7.91% | |
| 35 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.02% | — | -8.70% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.01% | — | +28.57% | |
| 37 | RPM | Rpm International INC | 株式-素材 | 0.90% | +0.16% | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.89% | — | +56.00% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | — | |
| 40 | AEP | American Electric Power | 株式-公益事業 | 0.81% | +0.13% | +9.04% | |
| 41 | DAN | Dana INC | 株式-その他 | 0.69% | — | +12.66% | |
| 42 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.54% | -0.07% | +8.01% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.44% | — | -21.94% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.44% | — | — | |
| 45 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.29% | -0.03% | +7.64% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.21% | — | -15.19% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.17% | +0.11% | +60.90% | |
| 48 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.13% | — | -23.12% | |
| 49 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.09% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.09% | — | +5.05% |