CIK: 0001714506
申告総資産額
$6.7億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 29.84% | — | +10.91% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 12.77% | — | +8.09% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.33% | — | +9.73% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.03% | — | +16.56% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.87% | — | +10.15% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 5.09% | +2.84% | +9.37% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 3.66% | — | +7.96% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | — | -1.83% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.82% | — | +0.63% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.60% | — | +43.95% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.98% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.81% | -0.02% | +3.95% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.41% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | +31.86% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.98% | — | +55.56% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | -0.03% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | +6.77% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | +0.04% | NEW | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +51.33% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | +134.48% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.55% | — | +44.58% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +4.19% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +3.98% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | +0.03% | +8.59% | |
| 25 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.45% | — | +20.92% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | -12.80% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | -0.06% | +23.16% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | +67.18% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.35% | — | +10.10% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.35% | — | +27.12% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +6.49% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | +26.34% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -1.77% | |
| 34 | CACI | Caci International INC -cl A | 株式-IT | 0.31% | — | -7.14% | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.30% | — | +18.42% | |
| 36 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.25% | — | +34.38% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.24% | — | +18.04% | |
| 38 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.24% | — | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | — | +3.92% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.24% | — | — | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | +0.17% | |
| 42 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.21% | — | +2.92% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.21% | — | — | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.20% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.19% | -0.04% | EXIT | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | — | |
| 47 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.16% | — | -0.37% |