CIK: 0001815355
申告総資産額
$9.1億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.88% | +6.62% | NEW | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 8.05% | — | +6.08% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.82% | — | -1.37% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.80% | — | +141.92% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.37% | +0.19% | NEW | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.03% | +2.62% | NEW | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.94% | +1.10% | NEW | |
| 8 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 4.72% | — | -16.04% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 4.59% | — | -1.35% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.23% | — | +2.60% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.64% | — | +2.43% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 2.62% | -0.10% | +41.96% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.34% | — | -31.79% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.10% | +0.85% | NEW | |
| 15 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 2.08% | — | +4.78% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.06% | — | -0.38% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.88% | +0.91% | NEW | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.70% | +2.44% | NEW | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.60% | — | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.59% | +0.51% | NEW | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.50% | — | +1.53% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.31% | — | +1.13% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.18% | — | — | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.10% | — | — | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.97% | — | -7.20% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.96% | +0.44% | NEW | |
| 27 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.89% | — | — | |
| 28 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.84% | — | — | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.83% | — | -2.27% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.81% | — | +1.01% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.81% | — | -23.95% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.73% | — | -65.04% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | +0.17% | NEW | |
| 34 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.69% | — | — | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.62% | — | +41.51% | |
| 36 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.53% | — | — | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.50% | — | -35.20% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +3113.87% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.44% | — | +1.69% | |
| 40 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.35% | — | +40.57% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.30% | — | +110.90% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.17% | — | +1.15% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.15% | +0.82% | NEW | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.15% | — | -73.70% | |
| 45 | GM | General Motors Co | 株式-一般消費財 | 0.13% | — | -38.81% | |
| 46 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.12% | — | -2.11% | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.11% | — | — | |
| 48 | VSDA | Victoryshares Dividend Accel | ETF-その他 | 0.09% | — | -17.88% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | — | +0.55% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | — | +0.96% |