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 | 10.87% | -1.19% | +5.24% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 9.97% | -0.52% | +3.43% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.46% | -0.06% | EXIT | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.00% | +0.65% | +2.41% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.76% | -1.56% | +7.46% | |
| 6 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 3.43% | -0.10% | +4.44% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.14% | +0.09% | +10.96% | |
| 8 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 3.04% | — | +9.19% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.83% | +0.23% | +10.60% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.77% | — | +9.28% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.56% | -0.13% | +10.60% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 2.50% | — | +3.61% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.25% | — | +17.17% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.19% | — | -4.74% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.76% | — | +12.41% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.69% | — | +12.68% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.55% | -0.11% | +31.03% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.48% | — | +1.13% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.45% | — | -5.00% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.35% | -0.05% | +0.20% | |
| 21 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.08% | — | +11.12% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | -0.05% | +29.82% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.02% | — | +17.85% | |
| 24 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.97% | — | -4.15% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.95% | -0.09% | +0.72% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.87% | — | -1.34% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.24% | +11.70% | |
| 28 | ✓ | 株式-その他 | 0.80% | — | -31.70% | ||
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.77% | — | +0.33% | |
| 30 | PWZ | Invesco California Amt-free | ETF-その他 | 0.73% | — | -7.30% | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.67% | — | -6.45% | |
| 32 | BILL | Bill Holdings INC | 株式-IT | 0.63% | -0.06% | EXIT | |
| 33 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.59% | — | -0.75% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.04% | +4.56% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.08% | +13.45% | |
| 36 | CMF | Ishares California Muni Bond | ETF-その他 | 0.45% | — | -5.74% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.41% | — | -3.98% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.40% | — | -2.51% | |
| 39 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.37% | — | -2.89% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.04% | +1908.31% | |
| 41 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 0.34% | — | +4.04% | |
| 42 | PANW | Palo Alto Networks INC | 株式-IT | 0.33% | — | -1.40% | |
| 43 | EA | Electronic Arts INC | 株式-通信サービス | 0.32% | — | -8.07% | |
| 44 | CPRT | Copart INC | 株式-資本財 | 0.30% | -0.03% | +24.14% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | -1.14% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.29% | — | +0.41% | |
| 47 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.29% | — | -0.47% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | — | |
| 49 | IR | Ingersoll-rand INC | 株式-資本財 | 0.25% | — | -1.64% | |
| 50 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.25% | — | -3.54% |