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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 23.42% | -1.08% | -6.57% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 22.73% | -0.70% | -11.47% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 17.18% | +0.03% | -17.21% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 11.40% | — | -10.61% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.34% | -0.31% | -6.49% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.39% | -0.12% | -7.95% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.28% | -0.18% | -1.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.39% | -0.15% | -4.87% | |
| 9 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 2.27% | -0.10% | -35.03% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.94% | -0.06% | -7.34% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.66% | — | -7.49% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | -0.10% | +0.32% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.84% | — | -0.08% | |
| 14 | AAPL | Apple INC | 株式-IT | 0.55% | -0.08% | -0.43% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | +0.18% | +1.74% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.47% | -0.02% | -0.29% | |
| 17 | HUM | Humana INC | 株式-ヘルスケア | 0.38% | — | +3.92% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.36% | — | +0.10% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.01% | -0.24% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | — | — | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | -0.04% | +17.08% | |
| 22 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.22% | — | — | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | — | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.21% | -0.21% | -53.34% |