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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 21.26% | -0.70% | +6.94% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 20.41% | -1.08% | +7.36% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 19.27% | +0.03% | +6.78% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 11.87% | — | -0.37% | |
| 5 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 5.82% | -0.10% | -2.07% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.08% | -0.31% | +4.51% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.12% | +2.02% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.90% | -0.18% | +2.31% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | -0.15% | +0.20% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | -0.06% | -1.64% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | -0.10% | +5.58% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.08% | — | +1.51% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | — | -0.18% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.51% | — | -43.61% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.18% | +6.53% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.49% | -0.08% | +15.47% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.45% | -0.02% | -0.25% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.44% | -0.21% | -8.24% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.38% | — | +3.22% | |
| 20 | HUM | Humana INC | 株式-ヘルスケア | 0.34% | — | +0.13% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | -0.01% | +10.60% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | -0.04% | +1.08% | |
| 23 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.22% | — | +99.38% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.21% | +1.58% | -0.10% |