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 | 16.31% | -0.17% | -2.48% | |
| 2 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 13.21% | -0.46% | -2.17% | |
| 3 | SCHH | Schwab US Reit ETF | ETF-その他 | 11.22% | — | -4.24% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 8.48% | -1.05% | +5.62% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.57% | -0.22% | -2.61% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.76% | +0.06% | -2.75% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.99% | — | -6.76% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.57% | — | -6.28% | |
| 9 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 3.51% | -0.14% | -1.37% | |
| 10 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 2.55% | -0.02% | -1.67% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.34% | +0.26% | -2.89% | |
| 12 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 2.34% | +0.05% | -2.69% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.95% | +0.25% | -2.58% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.79% | — | -6.02% | |
| 15 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 1.40% | +0.09% | -2.56% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.09% | -0.14% | -4.30% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.86% | — | — | |
| 18 | DBB | Invesco Db Base Metals Fund | ETF-その他 | 0.57% | — | +14.03% | |
| 19 | XLB | Ss Materials Select Sector | ETF-その他 | 0.52% | — | -0.96% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | -0.09% | +186.10% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.24% | — | +189.91% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | +148.49% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | +144.37% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | -0.03% | +116.31% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.23% | -0.01% | +157.96% | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.23% | — | +184.98% | |
| 27 | PAYX | Paychex INC | 株式-IT | 0.23% | — | +178.75% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 0.22% | — | +352.07% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | +184.01% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.21% | — | +179.96% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.21% | — | +176.76% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | +650.65% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.20% | — | +181.02% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | +182.69% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | +195.40% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.19% | — | +189.37% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.18% | — | +241.83% | |
| 38 | VLO | Valero Energy CORP | 株式-エネルギー | 0.18% | — | +178.36% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.18% | — | +214.88% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.17% | — | +180.38% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.16% | -0.08% | +185.03% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.16% | — | +182.51% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.15% | — | +188.72% | |
| 44 | CMI | Cummins INC | 株式-資本財 | 0.14% | — | +185.92% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | +196.59% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.13% | +190.08% | |
| 47 | TROW | T Rowe Price Group INC | 株式-金融 | 0.13% | +0.01% | +193.07% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | -0.07% | +185.85% | |
| 49 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.11% | — | +2.71% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.11% | — | +0.97% |