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 | 6.22% | — | +1.41% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.72% | — | +2.72% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.35% | — | +0.44% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.30% | — | -25.90% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.25% | — | +0.86% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.96% | — | +3.37% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.71% | — | +2.76% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.56% | — | +3.33% | |
| 9 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 3.53% | — | +1.71% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.24% | — | +1.42% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.11% | — | +4.16% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.07% | — | -2.40% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.68% | — | +2.60% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.66% | — | +0.84% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.59% | — | +0.45% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.37% | — | +2.45% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.90% | — | +3.83% | |
| 18 | KR | Kroger Co | 株式-生活必需品 | 1.87% | — | -1.01% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.85% | — | +0.79% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.55% | — | +12.77% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.50% | — | +7.43% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +11.50% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.24% | — | -0.11% | |
| 24 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.15% | — | -0.39% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | +6.91% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.10% | — | +20.15% | |
| 27 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.09% | — | +10.72% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | — | +6.86% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.07% | — | +9.23% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.06% | — | +0.28% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | +0.59% | |
| 32 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.98% | — | +8.68% | |
| 33 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.98% | — | +11.04% | |
| 34 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.86% | — | +13.00% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | +6.92% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.81% | — | +4.43% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.81% | — | +30.01% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.78% | — | +20.48% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | +17.99% | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.75% | — | -1.11% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.73% | — | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.70% | — | +0.22% | |
| 43 | DOW | Dow INC | 株式-素材 | 0.69% | — | +34.14% | |
| 44 | VFH | Vanguard Financials ETF | ETF-その他 | 0.62% | — | +30.21% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.62% | — | +36.87% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.61% | — | +37.92% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.59% | — | -1.20% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.57% | — | +24.81% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | -0.21% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.52% | — | +52.29% |