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 | 5.50% | — | +2.39% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.70% | +0.27% | +3.94% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.44% | -0.51% | +2.43% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.29% | -0.36% | +0.49% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.29% | -0.51% | -1.53% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.09% | — | -0.05% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.79% | — | -8.39% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.27% | -0.15% | -2.44% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.23% | -0.54% | +0.19% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.72% | +0.07% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.09% | +0.18% | +5.48% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.00% | — | +3.15% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.68% | — | +1.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.34% | -0.63% | +1.68% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.19% | +0.09% | -13.59% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.15% | +0.09% | +1.32% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 2.14% | -0.16% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | -0.27% | +0.46% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.71% | +0.19% | +16.59% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | -0.09% | +3.34% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.61% | -0.27% | +1.31% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.58% | — | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.52% | — | -0.35% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.49% | — | -6.97% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | +0.34% | +4.61% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.26% | — | +2.41% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | +0.07% | -0.23% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 1.19% | +0.22% | -3.88% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.08% | -0.38% | -0.29% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.28% | +1.45% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.13% | -0.35% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | +30.69% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | +0.50% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +1.56% | |
| 37 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.66% | -0.30% | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.66% | — | -47.61% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.66% | — | +0.66% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.12% | -0.72% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +2.89% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.57% | — | +7.69% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 0.57% | +0.18% | +4.85% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | -11.26% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | -9.79% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.15% | +1.86% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.50% | — | +12.90% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.49% | +0.10% | +18.43% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | -0.06% | -0.03% |