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 | 12.46% | -1.19% | +1.95% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 11.70% | -0.52% | +5.19% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.09% | -0.06% | EXIT | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.48% | +0.65% | +8.51% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.93% | -1.56% | +10.89% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.21% | — | +0.33% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.38% | +0.23% | +8.40% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 3.24% | — | +10.67% | |
| 9 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 3.18% | — | +8.71% | |
| 10 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 3.11% | -0.10% | +12.09% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.82% | +0.09% | +12.68% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.51% | -0.13% | -2.49% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.37% | — | +4.84% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.62% | — | +3.76% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.61% | — | +1.53% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.53% | -0.05% | +0.19% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.49% | -0.09% | -6.03% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.41% | — | -4.48% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.37% | — | +3.05% | |
| 20 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.30% | — | +10.22% | |
| 21 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.11% | — | -29.19% | |
| 22 | PZA | Invesco National Amt-free Mu | ETF-その他 | 1.04% | — | -19.75% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.89% | — | -5.26% | |
| 24 | PWZ | Invesco California Amt-free | ETF-その他 | 0.87% | — | -12.24% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.84% | -0.11% | +12.91% | |
| 26 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.78% | — | -1.07% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.24% | -3.18% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.74% | — | -5.07% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.08% | -0.94% | |
| 30 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.60% | — | +1.12% | |
| 31 | CMF | Ishares California Muni Bond | ETF-その他 | 0.59% | — | -3.49% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.52% | — | -11.38% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.04% | -4.82% | |
| 34 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.45% | — | -34.35% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | -1.57% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.04% | +194.41% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.40% | — | -1.83% | |
| 38 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.39% | — | -5.91% | |
| 39 | IR | Ingersoll-rand INC | 株式-資本財 | 0.36% | — | -2.00% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +32.82% | |
| 41 | EA | Electronic Arts INC | 株式-通信サービス | 0.35% | — | -5.86% | |
| 42 | PANW | Palo Alto Networks INC | 株式-IT | 0.35% | — | -1.49% | |
| 43 | PFSI | Pennymac Financial Services | 株式-その他 | 0.33% | — | -3.41% | |
| 44 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.31% | — | -23.75% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | -6.63% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.30% | — | -3.77% | |
| 47 | TMUS | T-mobile US INC | 株式-通信サービス | 0.30% | — | -6.69% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.30% | — | -6.03% | |
| 49 | ALK | Alaska Air Group INC | 株式-資本財 | 0.27% | — | — | |
| 50 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.25% | — | -13.46% |