CIK: 0001797135
申告総資産額
$2.3億
| # | 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 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.40% | — | +4.35% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.15% | +0.27% | +2.67% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.30% | — | -1.88% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.12% | -0.51% | -2.47% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.93% | -0.15% | -2.50% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.63% | -0.54% | -0.35% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.23% | — | +3.05% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.09% | -0.36% | +0.16% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.89% | — | +1.94% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.81% | — | +5.63% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.80% | +0.18% | -1.65% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.75% | -0.51% | +4.79% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.48% | -0.72% | -0.54% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.04% | -0.63% | +0.25% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.03% | +0.09% | +3.04% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.97% | — | +1.99% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.95% | -0.16% | +0.30% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.82% | — | -0.29% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | -0.27% | +2.26% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.76% | — | -2.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.64% | -0.09% | — | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.54% | — | +8.87% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.45% | -0.27% | +0.34% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | +0.09% | -0.85% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.34% | -0.13% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.12% | -1.53% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | +0.07% | -0.75% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.12% | — | -0.67% | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.12% | — | +5.10% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.09% | -0.38% | -0.15% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.07% | — | — | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 1.04% | -0.06% | — | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.01% | -0.28% | -1.08% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.98% | — | -0.86% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.97% | — | -1.38% | |
| 36 | LEVLUSD | Level One Bancorp INC | 株式-その他 | 0.95% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.13% | -1.35% | |
| 39 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.82% | — | -12.24% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | +0.34% | -1.06% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | -1.49% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.22% | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.15% | +8.32% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.62% | — | -1.06% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +0.24% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.57% | — | -4.29% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.53% | — | +0.50% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.50% | — | -1.04% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | -1.55% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.18% | -0.68% |