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 | 16.19% | -1.45% | +1.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.35% | -0.46% | +3.45% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.06% | -0.22% | -1.30% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.60% | +0.13% | +31.83% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.66% | -1.55% | +18.63% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.66% | +0.20% | -1.13% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.14% | +1.08% | +67.23% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.83% | -0.42% | +5.31% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.81% | +0.44% | +25.30% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.44% | -4.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.20% | -0.19% | -4.83% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.16% | — | -20.37% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.05% | -0.62% | +2.45% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.00% | +1.09% | +51.40% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.61% | +0.83% | -0.91% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | -0.03% | -16.02% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.08% | -12.10% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.36% | -1.14% | +0.62% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | +1.47% | +7.49% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | -0.69% | -17.60% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.15% | -0.04% | +2019.33% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.13% | -0.02% | +0.31% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.04% | — | -1.00% | |
| 24 | LRCX | Lam Research CORP | 株式-IT | 1.04% | -0.30% | -15.39% | |
| 25 | ADSK | Autodesk INC | 株式-IT | 0.97% | -0.14% | -19.74% | |
| 26 | RMD | Resmed INC | 株式-ヘルスケア | 0.93% | -0.06% | -7.99% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | +3.38% | |
| 28 | INTU | Intuit INC | 株式-IT | 0.91% | -0.23% | -3.20% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.90% | -0.58% | EXIT | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | -30.67% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.87% | — | -7.84% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.85% | -0.47% | -4.14% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | -0.03% | -0.06% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | — | +0.69% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.09% | -15.29% | |
| 36 | CTAS | Cintas CORP | 株式-資本財 | 0.72% | -0.05% | -23.57% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | -0.05% | +0.41% | |
| 38 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.70% | +0.21% | +0.42% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.53% | — | -0.35% | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.51% | — | -0.16% | |
| 41 | SNA | Snap-on INC | 株式-資本財 | 0.51% | — | -52.23% | |
| 42 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.51% | — | -26.69% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.44% | +0.08% | -27.18% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.41% | — | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.39% | — | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | -1.09% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.37% | -0.05% | -17.86% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.35% | — | +1.66% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.34% | — | +0.11% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +1.64% |