CIK: 0002003615
申告総資産額
$2.0億
| # | 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 | 16.60% | -3.78% | +6.92% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 15.60% | -2.15% | +3.99% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 8.19% | +1.53% | +3.91% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 6.40% | +1.50% | +3.93% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.27% | — | +8.80% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 4.42% | — | — | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.22% | — | +7.68% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.99% | — | +4.98% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.86% | +0.52% | -60.86% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.60% | — | +2.16% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.66% | +0.16% | NEW | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.11% | — | +7.22% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.20% | -5.50% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 0.94% | — | -1.21% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.91% | — | +0.02% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +53.24% | |
| 17 | TGT | Target CORP | 株式-一般消費財 | 0.76% | — | -7.03% | |
| 18 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.73% | — | -75.53% | |
| 19 | DVN | Devon Energy CORP | 株式-エネルギー | 0.72% | — | -3.40% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | — | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -1.32% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.66% | — | +1.40% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | +0.37% | -8.63% | |
| 24 | EWQ | Ishares Msci France ETF | ETF-その他 | 0.64% | — | — | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | — | -0.68% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.59% | — | -5.01% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | -0.50% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | -6.49% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | +1.29% | |
| 30 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.48% | — | +13.66% | |
| 31 | DVYA | Ishares Asia/pacific Dividen | ETF-その他 | 0.47% | — | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.47% | — | — | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | — | |
| 34 | KIM | Kimco Realty CORP | 株式-不動産 | 0.47% | — | -0.36% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.46% | — | -4.03% | |
| 36 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.45% | — | -0.61% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | -9.68% | |
| 38 | EXR | Extra Space Storage INC | 株式-不動産 | 0.45% | — | -2.15% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | -1.02% | |
| 40 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.44% | — | -0.17% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.44% | — | -10.00% | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.43% | — | -10.22% | |
| 43 | EIX | Edison International | 株式-公益事業 | 0.42% | — | -4.40% | |
| 44 | NEM | Newmont CORP | 株式-素材 | 0.41% | — | -2.57% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | +1.18% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -1.22% | |
| 47 | AVDE | Avantis International Equity | ETF-その他 | 0.41% | — | +1.79% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +13.94% | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.38% | — | -4.05% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.38% | — | +9.68% |