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 | 22.12% | -1.08% | +9.24% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 20.50% | -0.82% | +16.34% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 18.17% | -0.70% | +10.37% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 9.37% | -0.51% | — | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.90% | +0.03% | +8.01% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.92% | -0.31% | +7.48% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.88% | -0.26% | +14.00% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.87% | -0.18% | +9.12% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.12% | +0.94% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.27% | -0.15% | +3.81% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.62% | -0.06% | +3.51% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.37% | -0.10% | +5.62% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.20% | -0.10% | +6.23% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | — | +1.16% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.46% | -0.08% | +6.26% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | +0.18% | +2.10% | |
| 17 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.36% | -0.13% | EXIT | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.29% | -0.02% | -8.78% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | +3.36% | |
| 21 | SYY | Sysco CORP | 株式-生活必需品 | 0.24% | +0.01% | — | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.22% | — | +0.50% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | -0.04% | +11.58% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | +0.18% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | -0.04% | — | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | — | +8.90% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | -1.43% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | -0.01% | — | |
| 29 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.15% | — | — |