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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.69% | — | +10.70% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.66% | — | +0.93% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.81% | — | +0.40% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.38% | — | +0.47% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.33% | — | +4.58% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.17% | — | +7.49% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.80% | — | +2.46% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.65% | — | +10.28% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.41% | — | +0.39% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.29% | — | -1.31% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 3.17% | — | — | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 3.14% | — | +0.48% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.13% | — | +8.36% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.08% | — | +0.48% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.81% | — | — | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.78% | — | -1.74% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.03% | — | +0.83% | |
| 18 | KR | Kroger Co | 株式-生活必需品 | 1.93% | — | +1.07% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.80% | — | -2.53% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.48% | — | +2.69% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.38% | — | +2.72% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | — | +2.29% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | +3.89% | |
| 24 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.14% | — | +2.85% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.11% | — | +2.07% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.10% | — | -15.25% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.06% | — | +140.81% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.04% | — | +1.98% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | +2.91% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.01% | — | +1.30% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.00% | — | +3.11% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.94% | — | -6.74% | |
| 33 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.89% | — | +6.14% | |
| 34 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.87% | — | — | |
| 35 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.81% | — | +8.44% | |
| 36 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.80% | — | +4.60% | |
| 37 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.76% | — | +0.91% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.70% | — | +1.60% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +19.00% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | +22.02% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.59% | — | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +6.37% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.52% | — | +2.73% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +3.80% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.50% | — | +2.10% | |
| 46 | DOW | Dow INC | 株式-素材 | 0.50% | — | +27.92% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | — | — | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.48% | — | +3.72% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | +22.26% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.48% | — | -39.56% |