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 | 11.33% | -1.19% | +0.86% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 11.33% | +0.65% | -1.68% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 11.16% | -0.52% | -1.30% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.75% | -0.06% | EXIT | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.56% | -1.56% | +7.68% | |
| 6 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 5.19% | +0.45% | +49.50% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.70% | — | +7.53% | |
| 8 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 4.32% | -0.10% | +1.61% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.03% | +0.09% | +6.25% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.93% | +0.23% | +7.18% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.18% | -0.13% | -4.15% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.62% | -0.05% | +0.51% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.23% | — | -12.18% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.20% | — | -5.42% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.13% | — | -3.30% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.76% | — | -3.67% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.60% | -0.05% | +0.17% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.57% | — | -0.44% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.37% | — | -2.08% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -0.11% | -4.96% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.05% | -0.09% | -25.93% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.24% | -25.38% | |
| 23 | BILL | Bill Holdings INC | 株式-IT | 0.69% | -0.06% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.04% | -18.58% | |
| 25 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 0.51% | — | -73.84% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.08% | -26.94% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -0.03% | +122.56% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.33% | — | -9.11% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.32% | — | +16.51% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.13% | -31.35% | |
| 31 | CMF | Ishares California Muni Bond | ETF-その他 | 0.30% | — | — | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.26% | -0.03% | -30.86% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.05% | -52.72% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | +0.04% | +2.14% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.22% | — | +8.33% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | +0.02% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | — | — | |
| 38 | ✓ | 株式-その他 | 0.19% | — | — | ||
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | +0.06% | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.18% | — | -54.28% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.17% | — | +2.03% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.17% | — | -20.10% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | -42.36% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.15% | — | — | |
| 45 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.15% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | — | +2.98% | |
| 47 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.14% | -0.05% | EXIT | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.13% | -0.04% | -53.71% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | +0.05% | — | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | — | -55.08% |