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 | 21.53% | -1.08% | +9.23% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 19.53% | -0.82% | +18.22% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 18.67% | -0.70% | +4.67% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 9.86% | — | +5.59% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 7.26% | +0.03% | -9.23% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.93% | -0.31% | +6.72% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.93% | -0.18% | +10.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.89% | -0.12% | -1.74% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.81% | -0.26% | +21.47% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | -0.15% | +5.67% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | -0.06% | +2.38% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.33% | -0.10% | +8.26% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.21% | -0.10% | -10.11% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.69% | — | -3.34% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.45% | -0.08% | -3.33% | |
| 16 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.42% | -0.13% | EXIT | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | +0.18% | -10.32% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.36% | -0.02% | -2.72% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.26% | — | -0.50% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | — | +0.17% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | -0.04% | +5.14% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.21% | -0.04% | -3.17% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | — | -0.35% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | — | — | |
| 26 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.17% | — | — |