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 | 13.86% | +0.65% | +3.43% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 12.98% | -1.19% | -3.11% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 12.23% | -0.52% | +0.04% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.50% | -1.56% | +3.30% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 5.97% | +0.45% | +3.32% | |
| 6 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 5.26% | -0.10% | +4.11% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.89% | +0.09% | +2.74% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.84% | +0.23% | +2.51% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 4.21% | +0.12% | +5.35% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.92% | — | -4.03% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.90% | -0.13% | -0.35% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.43% | -0.05% | -7.32% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.09% | -0.09% | +21.79% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.88% | — | -4.30% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.76% | — | -0.24% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.67% | -0.05% | +0.50% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | -0.11% | -5.79% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.24% | +0.98% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.72% | — | -11.65% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | +0.04% | +73.79% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.08% | +0.27% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.04% | -5.60% | |
| 23 | CPRT | Copart INC | 株式-資本財 | 0.40% | -0.03% | -0.77% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.37% | -0.05% | -14.70% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | -0.03% | +3.20% | |
| 26 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.26% | +0.05% | +39.91% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -27.00% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.24% | — | +1.82% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | -0.13% | -2.42% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.06% | +16.68% | |
| 31 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.24% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | — | +0.02% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.18% | — | +9.79% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | -0.03% | +4.57% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | -0.04% | +0.44% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | +0.05% | +27.76% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.17% | -0.06% | EXIT | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | +6.16% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +0.02% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | -0.05% | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | -4.19% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.15% | — | +3.77% | |
| 43 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.15% | -0.05% | EXIT | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | — | — | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.13% | — | -2.43% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.13% | — | +3.70% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.13% | — | +6.87% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | -0.03% | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | -19.07% |