CIK: 0001766995
申告総資産額
$4.2億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.97% | -1.19% | +37.21% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.22% | +0.65% | -3.50% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.02% | -1.56% | -2.34% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.32% | — | -0.25% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.82% | +0.23% | -5.54% | |
| 6 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 2.34% | +0.05% | +8.22% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.28% | — | +10.05% | |
| 8 | PZA | Invesco National Amt-free Mu | ETF-その他 | 2.01% | — | +51.92% | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.81% | — | +10.49% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.65% | -0.05% | -2.79% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.61% | — | -1.21% | |
| 12 | PWZ | Invesco California Amt-free | ETF-その他 | 1.44% | — | — | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.43% | — | — | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.42% | — | — | |
| 15 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 1.39% | -0.10% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.32% | -0.09% | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | -0.44% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.07% | NEW | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.12% | — | +0.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.04% | -2.79% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.04% | — | -12.86% | |
| 22 | IGHG | Proshares Ig Hedged | ETF-その他 | 1.01% | — | +8.01% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.00% | -0.05% | EXIT | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.99% | — | +1.31% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.24% | -7.84% | |
| 26 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.88% | — | — | |
| 27 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.87% | — | +3.48% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.08% | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +1.13% | |
| 30 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.81% | — | +12.55% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.04% | — | |
| 32 | CMF | Ishares California Muni Bond | ETF-その他 | 0.71% | — | +43.17% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +2.70% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.69% | — | +5.38% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.68% | — | +2.36% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | -0.11% | +0.07% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | — | +6.63% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | +0.18% | |
| 39 | CI | THE Cigna Group | 株式-ヘルスケア | 0.64% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | — | |
| 41 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 0.62% | — | — | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.59% | — | -38.06% | |
| 43 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.54% | — | — | |
| 44 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.54% | — | — | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | — | +1.20% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +1.50% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.53% | — | +0.37% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +8.62% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.50% | — | — | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.49% | — | +0.75% |