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 | 19.25% | +6.62% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.51% | +1.10% | NEW | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.51% | +2.62% | NEW | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 6.38% | +4.10% | NEW | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.65% | +2.44% | NEW | |
| 6 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 3.89% | — | +3.99% | |
| 7 | FTCS | First Trust Capital Strength | ETF-その他 | 3.39% | — | +0.46% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.64% | -2.84% | +80.10% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.62% | — | +14.75% | |
| 10 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 2.60% | — | +3.22% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 2.47% | — | +4.13% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.46% | — | +4.11% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.44% | +0.19% | NEW | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.20% | -5.23% | -10.09% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.01% | — | +3.94% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.96% | — | +1.78% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.95% | -0.10% | +10.36% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.79% | +0.91% | NEW | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.75% | — | +4.66% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.64% | — | +1.36% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.28% | — | -25.04% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.27% | +0.85% | NEW | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.17% | — | +3.11% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.15% | +0.93% | NEW | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.10% | +0.51% | NEW | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | — | +5.51% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.05% | — | -0.12% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.95% | — | +3.72% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | +0.28% | NEW | |
| 30 | AAPL | Apple INC | 株式-IT | 0.80% | — | +2.39% | |
| 31 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.78% | — | +5.29% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.75% | -2.37% | +4.42% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.74% | +0.44% | NEW | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.73% | — | +1.29% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.62% | — | -2.18% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.54% | — | +3.45% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | +0.17% | NEW | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.42% | — | +3.61% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +0.21% | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.28% | — | -23.38% | |
| 41 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.27% | — | +20.97% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.21% | — | -1.55% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.20% | — | +1.54% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.18% | — | — | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.17% | — | +12.17% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.11% | — | -98.15% | |
| 47 | GM | General Motors Co | 株式-一般消費財 | 0.10% | — | -2.64% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | — | +2.11% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.08% | — | +1.39% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | +5.29% |