CIK: 0001784277
申告総資産額
$6.9億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 17.48% | -0.17% | -2.06% | |
| 2 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 13.72% | -0.46% | -1.99% | |
| 3 | SCHH | Schwab US Reit ETF | ETF-その他 | 12.38% | — | +81.82% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 7.82% | -1.05% | +89.78% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.70% | -0.22% | -0.95% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.50% | +0.06% | +96.46% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.06% | — | -2.50% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.45% | — | -1.90% | |
| 9 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 3.69% | -0.14% | -1.75% | |
| 10 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 2.71% | -0.02% | -1.86% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.67% | +0.26% | -2.09% | |
| 12 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 2.57% | +0.05% | -2.35% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.18% | +0.25% | +95.83% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.84% | — | -1.32% | |
| 15 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 1.60% | +0.09% | -2.15% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.09% | -0.14% | -34.65% | |
| 17 | DBB | Invesco Db Base Metals Fund | ETF-その他 | 0.59% | — | +4.61% | |
| 18 | XLB | Ss Materials Select Sector | ETF-その他 | 0.56% | — | -23.42% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.11% | — | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.10% | -0.03% | — | |
| 21 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.10% | — | +3.43% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.10% | -0.01% | — | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.10% | — | — | |
| 24 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.10% | — | +11.89% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.09% | -0.09% | — | |
| 26 | PAYX | Paychex INC | 株式-IT | 0.09% | — | — | |
| 27 | AFL | Aflac INC | 株式-金融 | 0.08% | — | — | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.08% | — | — | |
| 29 | ACN | Accenture plc | 株式-IT | 0.08% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.08% | — | — | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.08% | -0.20% | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.08% | — | — | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.07% | — | — | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.07% | — | — | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.07% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | — | — | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.07% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.06% | — | — | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.06% | — | — | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.06% | — | — | |
| 41 | VLO | Valero Energy CORP | 株式-エネルギー | 0.06% | — | — | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.06% | — | — | |
| 43 | TROW | T Rowe Price Group INC | 株式-金融 | 0.05% | +0.01% | — | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.05% | — | — | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.05% | -0.08% | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.05% | -0.13% | — | |
| 47 | ALL | Allstate CORP | 株式-金融 | 0.05% | — | — | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.05% | — | — | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.05% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.04% | -0.07% | — |