CIK: 0001965479
申告総資産額
$3.2億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 17.74% | — | -45.01% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 17.48% | -0.70% | +525.29% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 17.11% | -1.08% | -0.68% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 15.66% | +0.03% | +575.84% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 10.33% | — | +285.27% | |
| 6 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 4.81% | -0.10% | +97.36% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.04% | -0.31% | +1.99% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.49% | -0.18% | +499.69% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.12% | -11.69% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.06% | -0.21% | -10.59% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | -0.15% | -3.94% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.34% | -0.06% | -10.64% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.10% | -0.10% | -40.77% | |
| 14 | INTC | Intel CORP | 株式-IT | 0.69% | — | +221.53% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.63% | — | -2.92% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.47% | -0.02% | +0.34% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.36% | -0.08% | +1.71% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | +0.18% | -0.57% | |
| 19 | HUM | Humana INC | 株式-ヘルスケア | 0.27% | — | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | -0.01% | -3.93% |