CIK: 0002031137
申告総資産額
$1.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 24.07% | +0.67% | +0.63% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 18.00% | -0.99% | +0.09% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 13.91% | +0.01% | +0.28% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 10.20% | +1.03% | +1.83% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-その他 | 9.66% | +0.06% | +0.70% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.26% | -0.56% | +26.90% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.91% | -0.46% | -1.24% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.39% | — | +2.55% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.85% | +0.02% | -0.22% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.89% | — | — | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.61% | -0.02% | +6.17% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | +0.07% | -2.50% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.28% | +223.33% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 0.40% | -0.01% | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.34% | +0.01% | -4.83% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | -0.01% | -3.18% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.31% | — | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.26% | -0.02% | +1.39% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.22% | -0.05% | -4.58% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | +0.01% | -0.63% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | +0.01% | — | |
| 23 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.17% | -0.02% | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.16% | -0.01% | — | |
| 25 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.13% | -0.01% | +0.97% | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.12% | — | -2.49% |