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 | AAPL | Apple INC | 株式-IT | 5.19% | -0.51% | +5.70% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.17% | — | -1.44% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.77% | +0.27% | -0.78% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.58% | -0.36% | +2.42% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.19% | — | -3.02% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.45% | -0.15% | +79.55% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.42% | -0.54% | -2.29% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.41% | — | +13.85% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.11% | -0.51% | +124.58% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.01% | — | +0.25% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.75% | — | +107.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.42% | -0.63% | +17.23% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.72% | -10.08% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.40% | +0.18% | -5.46% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.38% | — | +38.90% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.84% | -0.16% | -4.80% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.78% | — | +1.29% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.75% | +0.09% | -6.03% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.72% | +0.09% | -7.01% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.64% | -0.09% | -0.48% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.61% | — | +0.06% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.60% | — | -10.21% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.43% | +0.34% | +13.11% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.27% | -5.74% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | -0.27% | -8.08% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | +0.07% | -3.19% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | — | -8.04% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.96% | — | +4.27% | |
| 29 | LEVLUSD | Level One Bancorp INC | 株式-その他 | 0.90% | — | -16.35% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.38% | -13.08% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.85% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.13% | -7.35% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | -0.06% | -12.31% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.12% | +10.82% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | -4.08% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | +0.15% | -0.42% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -6.48% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | — | -9.97% | |
| 39 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.74% | — | +82.37% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.74% | -0.28% | -2.84% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.22% | -6.71% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | -1.83% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -3.71% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.59% | — | -6.42% | |
| 45 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.58% | — | -28.10% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | -0.65% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.13% | EXIT | |
| 48 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.54% | — | -39.46% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | +76.26% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -5.45% |