CIK: 0001898838
申告総資産額
$1.2億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 20.47% | -1.13% | +2.26% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 19.65% | +0.58% | +17.29% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-その他 | 16.91% | -0.85% | +0.94% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 14.76% | +1.18% | -15.13% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 12.33% | -1.57% | +1.13% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.07% | +0.05% | +8.13% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.55% | +0.10% | +2.85% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.42% | -0.03% | +0.15% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | -0.02% | +1.61% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | +0.06% | — | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.04% | — | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.30% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 0.27% | -0.03% | +1.81% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | -0.02% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.02% | — | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.23% | -0.02% | +7.53% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.21% | +0.08% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.20% | — | +1.10% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.20% | +0.04% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +4.1% | +1.13% | 増加 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +1.1% | +17.29% | 増加 |
| 3 | SCHB | Schwab US Broad Market ETF | +0.5% | +2.26% | 増加 |
| 4 | SCHM | Schwab US Mid Cap ETF | +0.4% | +8.13% | 増加 |
| 5 | SPGM | State Street Spdr Portfolio | +0.3% | +0.94% | 増加 |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | — | 増加 |
| 7 | AAPL | Apple INC | 0% | +1.81% | 増加 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 9 | HD | Home Depot INC | 0% | — | 変化なし |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +1.10% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +1.61% | 増加 |
| 12 | COST | Costco Wholesale CORP | -0.1% | — | 変化なし |
| 13 | SCHV | Schwab US Large-cap Value | -0.1% | +2.85% | 増加 |
| 14 | SPLV | Invesco S&p 500 Low Volatili | -0.6% | +0.15% | 増加 |
| 15 | SCHD | Schwab US Dvd Equity ETF | -6.5% | -15.13% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 17 | VV | Vanguard Large-cap ETF | — | NEW | 新規購入 |
| 18 | OEF | Ishares S&p 100 ETF | — | NEW | 新規購入 |
| 19 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |