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 | 5.31% | — | +0.30% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.12% | -0.36% | +0.48% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.42% | — | +10.36% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.32% | — | +2.91% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.70% | +0.27% | -2.80% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.69% | -0.54% | +0.61% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.63% | -0.51% | -1.19% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.49% | -0.15% | +1.44% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.49% | -0.51% | +14.87% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.03% | +0.09% | +13.40% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.83% | — | +2.76% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.71% | — | -3.38% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.48% | +0.18% | +1.97% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.39% | — | -13.23% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.72% | +2.54% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.97% | -0.16% | +0.60% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.83% | +0.34% | +0.03% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | — | -0.74% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | -0.63% | +0.59% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.62% | — | -9.28% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | -0.09% | -2.58% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.59% | +0.09% | +0.84% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.27% | +1.85% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.57% | — | +0.09% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.49% | +0.07% | +9.54% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.42% | -0.27% | +0.71% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.29% | — | +0.97% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.28% | — | -4.27% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.21% | — | -1.58% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.13% | -0.07% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.01% | -0.38% | -0.47% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | +0.22% | +1.09% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.15% | +31.81% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | +5.72% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.79% | -0.06% | -3.16% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | +1.14% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +6.58% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.70% | — | +1.51% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.68% | — | +1.69% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +15.96% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | — | +6.74% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | -0.36% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.53% | -0.28% | -3.36% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | -0.09% | EXIT | |
| 45 | MRO* | Marathon Oil CORP | 株式-その他 | 0.52% | — | +1.84% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | -0.11% | -0.08% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | — | +0.59% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.45% | — | -0.59% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +73.79% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +1.90% |