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 | 15.33% | -0.03% | +55.16% | |
| 2 | DEW | Wisdomtree Global High Divid | ETF-その他 | 9.53% | — | +4.48% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 9.18% | -0.03% | +1.52% | |
| 4 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 8.75% | — | +73.14% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.24% | -0.33% | — | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 5.21% | -2.61% | +4.36% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.07% | -0.12% | -1.57% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.69% | -0.14% | +2.54% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.20% | +1.92% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 1.48% | +0.21% | -8.19% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.46% | — | +31.84% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.45% | +0.01% | -2.25% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.41% | +0.15% | +11.77% | |
| 14 | PH | Parker Hannifin CORP | 株式-資本財 | 1.39% | -0.31% | +2.64% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -0.23% | +7.65% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | -0.02% | +3.97% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.04% | +2.59% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | +0.05% | +3.31% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.36% | +0.06% | +0.01% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +61.56% | |
| 21 | LRCXEUR | Lam Research CORP | 株式-IT | 1.30% | -0.88% | -4.81% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.27% | +0.09% | +4.39% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.24% | +0.02% | +21.25% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.16% | +0.03% | +22.09% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.23% | +9.72% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | +0.03% | +3.47% | |
| 27 | PGR | Progressive CORP | 株式-金融 | 1.00% | -0.16% | +15.85% | |
| 28 | AEP | American Electric Power | 株式-公益事業 | 0.95% | +0.13% | +13.90% | |
| 29 | RPM | Rpm International INC | 株式-素材 | 0.94% | +0.16% | +2.58% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | +4.58% | |
| 31 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.92% | — | +10.63% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | +0.49% | |
| 33 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.90% | — | -1.84% | |
| 34 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.89% | +0.25% | -19.64% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.88% | — | -9.39% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.87% | -1.13% | +3.95% | |
| 37 | FITB | Fifth Third Bancorp | 株式-金融 | 0.87% | +0.01% | +6.25% | |
| 38 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.86% | — | — | |
| 39 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.85% | — | +22.09% | |
| 40 | DAN | Dana INC | 株式-その他 | 0.80% | — | +3.59% | |
| 41 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.50% | -0.07% | -10.03% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | -0.36% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.31% | — | -4.10% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | — | — | |
| 45 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.22% | — | +0.50% | |
| 46 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.21% | -0.03% | -1.38% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.17% | +0.11% | -14.06% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.13% | — | -8.56% | |
| 49 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.10% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.08% | — | — |