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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.83% | -1.45% | +74.17% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.92% | — | -3.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.01% | -0.22% | -1.06% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.77% | -0.02% | -4.14% | |
| 5 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 3.29% | — | +1.22% | |
| 6 | CTAS | Cintas CORP | 株式-資本財 | 3.17% | -0.05% | -5.57% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.03% | -0.19% | -0.40% | |
| 8 | SNA | Snap-on INC | 株式-資本財 | 2.96% | — | +2.78% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.85% | — | +15.14% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 2.83% | — | — | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 2.82% | -0.05% | -0.50% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.67% | — | +46.99% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 2.64% | -0.09% | -0.13% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.44% | +1.25% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 2.30% | — | -1.32% | |
| 16 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 2.27% | — | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.21% | — | +2.28% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 2.13% | — | -0.50% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.02% | — | -0.57% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.67% | — | -2.82% | |
| 21 | TROW | T Rowe Price Group INC | 株式-金融 | 1.60% | — | +0.58% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.53% | +0.13% | +1.72% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.83% | +1.93% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | -0.08% | -0.66% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.18% | — | +107.81% | |
| 26 | KLAC | Kla CORP | 株式-IT | 0.85% | — | -5.77% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | -9.24% | |
| 28 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.75% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.62% | +5.21% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | +9.92% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -15.08% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.03% | -0.61% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | +1.09% | +9.60% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.61% | — | +38.35% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -13.71% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.53% | — | +7.29% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.52% | — | +6.06% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | — | -28.56% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | +8.77% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | -0.05% | — | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.35% | — | +0.10% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -5.95% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.33% | — | +24.07% | |
| 44 | ED | Consolidated Edison INC | 株式-公益事業 | 0.33% | — | +0.13% | |
| 45 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.30% | — | +1.42% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | -0.03% | -85.44% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.26% | — | -0.03% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.25% | — | -5.48% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.24% | — | +15.59% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | +0.78% |