CIK: 0001912314
申告総資産額
$1.8億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.53% | — | +104.91% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.92% | — | +6.07% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.67% | — | +0.77% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.10% | — | +0.65% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 4.63% | — | +3.56% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.56% | — | +7.96% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.08% | — | +0.42% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.96% | — | +5.56% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.87% | — | -1.61% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.61% | — | +6.18% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.16% | — | +5.67% | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.11% | — | -0.67% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.90% | — | +9.11% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.43% | — | +6.29% | |
| 15 | KR | Kroger Co | 株式-生活必需品 | 2.35% | — | +0.02% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.18% | — | +0.31% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.78% | — | +3.15% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.68% | — | +0.08% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.63% | — | +13.54% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.48% | — | +5.28% | |
| 21 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.34% | — | +0.15% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.30% | — | +101.48% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | +8.98% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.28% | — | +3.56% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.23% | — | +6.85% | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.20% | — | +1.42% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.20% | — | +102.06% | |
| 28 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.19% | — | +16.41% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.05% | — | +6.62% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.00% | — | -3.18% | |
| 31 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.99% | — | +6.19% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | +7.21% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.96% | — | +11.97% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.90% | — | -3.35% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | +10.76% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.83% | — | +76.77% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.77% | — | +0.47% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.73% | — | +1.21% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.70% | — | — | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.62% | — | +2.77% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.60% | — | +13.13% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.60% | — | +14.55% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +1.33% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +17.92% | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.56% | — | +14.94% | |
| 46 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.50% | — | -22.13% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.50% | — | +18.32% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.50% | — | +22.29% | |
| 49 | DOW | Dow INC | 株式-素材 | 0.49% | — | +29.20% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +56.09% |