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 | 5.35% | — | +2.24% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.90% | +0.27% | +2.46% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.79% | -0.51% | +0.44% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.38% | — | +2.57% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.99% | -0.54% | +0.08% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.90% | -0.15% | -1.90% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.59% | -0.36% | +0.23% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.99% | — | -0.14% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.95% | — | +4.73% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.91% | -0.51% | +3.66% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.72% | +2.44% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.75% | — | +1.09% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.61% | +0.18% | +0.21% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.63% | +0.98% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.93% | +0.09% | +3.77% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.85% | -0.16% | +1.74% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.81% | — | -0.39% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.80% | — | +2.06% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.75% | +0.09% | +3.57% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.72% | — | +22.55% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.68% | — | +1.34% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.66% | -0.09% | -0.71% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | -0.27% | -0.14% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | -0.27% | +2.26% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | +0.07% | +0.75% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.15% | — | +0.67% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.12% | -1.55% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.06% | — | +2.22% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 1.04% | -0.06% | +0.49% | |
| 30 | LEVLUSD | Level One Bancorp INC | 株式-その他 | 1.02% | — | -12.98% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.00% | -0.38% | -0.35% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | — | +1.96% | |
| 33 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.89% | — | -12.69% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.89% | — | -9.77% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.88% | -0.28% | +0.08% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.34% | +1.47% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | +3.23% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.13% | +2.54% | |
| 39 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.80% | — | +6.91% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | -0.42% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.22% | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -0.63% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | -0.47% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.15% | -5.32% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +13.25% | |
| 46 | MCHP | Microchip Technology INC | 株式-IT | 0.52% | — | +96.19% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.13% | EXIT | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -1.24% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.48% | — | -2.78% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | -0.09% | EXIT |