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 | 9.92% | -1.19% | -4.91% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 8.44% | -0.52% | +0.76% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.96% | -0.06% | EXIT | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.54% | +0.65% | +1.58% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.15% | — | +1.91% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.94% | -1.56% | +8.89% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.60% | — | +4.52% | |
| 8 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.85% | — | -0.07% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.76% | +0.23% | -0.20% | |
| 10 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 2.74% | -0.10% | +0.35% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.47% | +0.09% | +2.41% | |
| 12 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 2.35% | — | +9.34% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | -0.13% | -2.09% | |
| 14 | PZA | Invesco National Amt-free Mu | ETF-その他 | 1.91% | — | +50.59% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.91% | — | -2.32% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.61% | -0.09% | +0.71% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.53% | — | -4.96% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.38% | — | -4.19% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.36% | -0.05% | +43.15% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.28% | — | +5.81% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | — | — | |
| 22 | PWZ | Invesco California Amt-free | ETF-その他 | 1.11% | — | +8.97% | |
| 23 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.05% | — | +2.44% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | +0.12% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -1.72% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.89% | — | +5.30% | |
| 27 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.82% | — | -4.80% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.80% | — | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.80% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | -0.11% | +8.70% | |
| 31 | CMF | Ishares California Muni Bond | ETF-その他 | 0.69% | — | +30.75% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.69% | — | -23.94% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.24% | -7.12% | |
| 34 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.64% | — | -30.50% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.08% | -1.00% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.05% | EXIT | |
| 37 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.53% | — | +5.85% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -0.17% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | -0.02% | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.46% | — | -2.53% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.07% | NEW | |
| 42 | PFSI | Pennymac Financial Services | 株式-その他 | 0.44% | — | — | |
| 43 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.43% | — | -2.59% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.04% | +0.87% | |
| 45 | CEQPUSD | Crestwood Equity Partners LP | 株式-その他 | 0.42% | — | -12.63% | |
| 46 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.40% | — | +27.43% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | — | -1.45% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | — | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.37% | — | +8.29% | |
| 50 | GH | Guardant Health INC | 株式-ヘルスケア | 0.36% | — | -1.33% |