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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.42% | — | +60.27% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.08% | — | +0.85% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.59% | — | -0.12% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.88% | — | -1.48% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.37% | — | -0.78% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.96% | — | -6.52% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.86% | — | -0.15% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 3.30% | — | -4.41% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.28% | — | -1.95% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.16% | — | -7.66% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.91% | — | -2.13% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | — | -1.54% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.79% | — | +7.20% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.74% | — | — | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.72% | — | -1.76% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.43% | — | -13.88% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.84% | — | -11.37% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | +3.52% | |
| 19 | KR | Kroger Co | 株式-生活必需品 | 1.83% | — | +0.47% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.52% | — | +1.45% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | — | +5.40% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.38% | — | -2.94% | |
| 23 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.20% | — | -1.90% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.15% | — | -1.17% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | +4.29% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.09% | — | -0.67% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.08% | — | +3.17% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.04% | — | +0.09% | |
| 29 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.03% | — | +0.92% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | +0.54% | |
| 31 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.01% | — | +3.09% | |
| 32 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.92% | — | +7.78% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | — | +15.22% | |
| 34 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.87% | — | +3.43% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.84% | — | -6.51% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.78% | — | — | |
| 37 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.76% | — | +2.46% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.76% | — | +3.51% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -1.59% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.60% | — | +6.61% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.60% | — | +0.21% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +1.18% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.56% | — | +5.73% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +0.64% | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.55% | — | +2.55% | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.52% | — | +7.64% | |
| 47 | DOW | Dow INC | 株式-素材 | 0.51% | — | -4.25% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.51% | — | +35.89% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.50% | — | +1.36% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +1.37% |