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 | 5.04% | — | +1.46% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.87% | -0.36% | -3.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.10% | -0.51% | -13.10% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.06% | — | -1.11% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.04% | +0.27% | -14.92% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.69% | -0.54% | +1.37% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.65% | — | +5.50% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.32% | -0.15% | -0.11% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.04% | -0.51% | +8.51% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.03% | — | -5.94% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.78% | — | +2.68% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.69% | — | +2.07% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.72% | +7.00% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.43% | +0.18% | +2.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.63% | -6.35% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.81% | +0.09% | -4.80% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.71% | — | +8.81% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | +0.09% | +2.70% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.67% | -0.16% | +4.73% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | -0.09% | — | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.59% | — | -16.07% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.55% | — | +0.44% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.54% | +0.34% | +4.53% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.53% | — | +79.89% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.27% | +4.45% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | +0.07% | +5.92% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.27% | +5.57% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.33% | — | +19.53% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | — | +6.41% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.13% | +9.30% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.38% | +10.19% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.93% | — | +8.97% | |
| 33 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.91% | — | +17.82% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.86% | -0.06% | +0.52% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | +6.93% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | -7.74% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +1.80% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | +0.22% | +10.84% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.71% | -0.28% | +6.00% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.12% | -2.81% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +7.98% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +0.14% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.57% | — | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +19.46% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | -0.19% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.15% | -44.33% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | +5.50% | |
| 48 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.53% | — | -20.45% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | -0.11% | +3.20% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | -0.09% | EXIT |