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 | SCHV | Schwab US Large-cap Value | ETF-その他 | 14.24% | +0.65% | +6.24% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 13.36% | -1.19% | -1.19% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 12.89% | -0.52% | -1.73% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.95% | -1.56% | +2.13% | |
| 5 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 5.12% | -0.10% | +0.40% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.10% | +0.23% | +5.05% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.81% | +0.09% | +2.46% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.77% | — | -11.36% | |
| 9 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 3.53% | +0.45% | -36.81% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.51% | -0.13% | -0.98% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.87% | -0.05% | -1.93% | |
| 12 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 2.78% | — | +484.61% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.39% | — | -3.82% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.93% | — | +0.44% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.85% | -0.05% | +0.20% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.49% | -0.11% | -5.74% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.24% | -0.09% | -0.14% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.23% | — | -6.50% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.24% | -11.99% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.04% | -0.57% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | +70.15% | |
| 22 | BILL | Bill Holdings INC | 株式-IT | 0.52% | -0.06% | EXIT | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | — | +4.80% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | -0.03% | -0.02% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.38% | -0.06% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.08% | -1.09% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.13% | +1.30% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.31% | +0.04% | +0.02% | |
| 29 | CPRT | Copart INC | 株式-資本財 | 0.28% | -0.03% | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.26% | -0.05% | -1.88% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | +15.17% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | +0.02% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.22% | — | -0.36% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | +1.18% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.19% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | — | — | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.16% | — | -2.90% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.16% | -0.04% | -2.77% | |
| 41 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.16% | -0.05% | EXIT | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.15% | — | -2.29% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.07% | NEW | |
| 44 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.15% | — | -12.44% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | +0.05% | — | |
| 46 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.14% | — | — | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | -3.09% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | — | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | — | — | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.11% | — | — |