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 | 10.59% | -1.19% | -1.86% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.71% | -0.06% | EXIT | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 8.52% | -0.52% | +259.00% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.56% | — | +47.68% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.44% | +0.65% | +1.92% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.96% | — | +4.31% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.57% | -1.56% | +1.96% | |
| 8 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 3.07% | — | +1.67% | |
| 9 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 2.93% | -0.10% | +0.08% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.40% | +0.23% | -0.06% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.38% | +0.09% | +1.38% | |
| 12 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 2.27% | — | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.18% | -0.13% | -0.77% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.91% | — | -2.16% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.58% | -0.09% | +311.44% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.56% | — | -1.15% | |
| 17 | PZA | Invesco National Amt-free Mu | ETF-その他 | 1.41% | — | +10.76% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | — | +4.37% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.25% | — | -3.38% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.17% | — | -0.34% | |
| 21 | PWZ | Invesco California Amt-free | ETF-その他 | 1.14% | — | +30.25% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.13% | — | — | |
| 23 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.10% | — | +2.46% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | -1.44% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.98% | — | +34.82% | |
| 26 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.97% | — | +17.84% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.94% | -0.05% | +0.14% | |
| 28 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.93% | — | +0.93% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.92% | — | +1.56% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.83% | — | -3.36% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.24% | -2.85% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | -0.11% | -8.17% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | -0.05% | EXIT | |
| 34 | CMF | Ishares California Muni Bond | ETF-その他 | 0.59% | — | +10.51% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +0.19% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.08% | -6.71% | |
| 37 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.56% | — | +0.73% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -3.99% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.04% | -1.72% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.07% | NEW | |
| 41 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.44% | — | +4.00% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.41% | — | +0.36% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.40% | — | -1.19% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | — | -0.09% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.37% | — | -8.32% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.37% | — | — | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.37% | — | -1.70% | |
| 49 | GH | Guardant Health INC | 株式-ヘルスケア | 0.36% | — | -5.57% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | — | -3.68% |