CIK: 0001425165
申告総資産額
$10.5億
| # | 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 11.03% | -0.02% | +4.97% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 10.87% | -1.45% | +22.71% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.48% | — | +19.49% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.96% | -0.22% | +292.84% | |
| 5 | CTAS | Cintas CORP | 株式-資本財 | 3.59% | -0.05% | -2.93% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.37% | — | -3.57% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.17% | — | -2.89% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.08% | -0.44% | -2.90% | |
| 9 | BIIB | Biogen INC | 株式-ヘルスケア | 2.93% | — | +1.43% | |
| 10 | TROW | T Rowe Price Group INC | 株式-金融 | 2.69% | — | +1.54% | |
| 11 | MDT | Medtronic plc | 株式-ヘルスケア | 2.65% | — | -0.34% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.58% | — | +13.27% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 2.46% | — | -2.48% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.46% | — | +16.34% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 2.41% | -0.09% | +521.16% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | — | -1.81% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 2.32% | -0.05% | +6.51% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.12% | -0.19% | -2.30% | |
| 19 | MMM | 3m Co | 株式-資本財 | 2.11% | — | -1.41% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.80% | -0.03% | +63.71% | |
| 21 | KLAC | Kla CORP | 株式-IT | 1.49% | — | +0.19% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.46% | +0.13% | +1.47% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.30% | — | -2.03% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | -0.08% | -0.73% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.08% | — | +0.10% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -1.78% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -14.26% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.83% | -6.58% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | +140.40% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +0.02% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.62% | +5.72% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | -6.27% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.50% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | -0.03% | — | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.43% | — | -0.82% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | +1.09% | -0.12% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.41% | — | +6.13% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | -0.05% | +0.56% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.32% | — | +1.40% | |
| 40 | ED | Consolidated Edison INC | 株式-公益事業 | 0.29% | — | +35.90% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.27% | — | — | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.25% | — | -10.63% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.25% | — | +16.63% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | -3.21% | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.24% | — | -23.08% | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.23% | — | -4.61% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +2.61% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.21% | — | — | |
| 49 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.21% | — | +0.22% | |
| 50 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 0.21% | — | +1.78% |