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 | 12.88% | -1.45% | +22.40% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.99% | -0.22% | -1.24% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.56% | — | -3.52% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.20% | — | +2.84% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.43% | -0.02% | -2.29% | |
| 6 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 3.92% | — | -2.72% | |
| 7 | SNA | Snap-on INC | 株式-資本財 | 3.87% | — | -1.08% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.24% | +0.20% | +14.82% | |
| 9 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 3.12% | — | +0.13% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 2.90% | — | +1.06% | |
| 11 | CTAS | Cintas CORP | 株式-資本財 | 2.57% | -0.05% | -9.10% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 2.41% | -0.05% | -6.04% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.35% | — | -3.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.20% | -0.19% | -1.43% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.08% | +0.83% | +0.04% | |
| 16 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.90% | — | -3.02% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.72% | — | -3.48% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.63% | — | -5.28% | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 1.59% | — | -4.93% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.53% | — | -3.17% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.51% | +0.13% | -0.24% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.44% | -0.20% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | -0.08% | +0.17% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.30% | — | -6.44% | |
| 25 | TROW | T Rowe Price Group INC | 株式-金融 | 1.19% | — | -10.78% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.11% | — | +7.85% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | -0.09% | -1.53% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | +1.47% | +11.12% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | -0.27% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | -0.03% | +0.94% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.62% | +3.43% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.67% | +1.09% | +0.70% | |
| 33 | KLAC | Kla CORP | 株式-IT | 0.64% | — | -3.08% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.61% | — | -7.60% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -1.49% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | — | +0.85% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.55% | — | -0.46% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | — | -0.21% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | -3.99% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.45% | — | -4.72% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.38% | — | +0.37% | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.38% | — | -1.17% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | -0.05% | -0.43% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | -2.93% | |
| 45 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.31% | — | -0.45% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.30% | — | +0.92% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.29% | — | -0.44% | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.27% | — | -2.21% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.08% | +2.68% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.03% | -3.44% |