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 | 5.44% | — | +2.21% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.01% | +0.27% | +11.41% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.60% | -0.51% | +1.33% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.32% | -0.36% | +0.03% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.08% | — | +2.40% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.39% | -0.72% | +2.49% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.34% | -0.51% | -3.28% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.23% | -0.15% | -1.08% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.99% | +0.18% | +0.81% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.97% | -0.54% | -1.45% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.93% | — | +5.55% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.56% | — | +4.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | -0.63% | +1.15% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.37% | — | +326.43% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 2.33% | -0.16% | +1.42% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.14% | +0.09% | +0.67% | |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.12% | -0.23% | +523.78% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.03% | -0.27% | +1.18% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.96% | — | -46.93% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | +0.19% | +21.50% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | -0.09% | -3.07% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.56% | — | +404.12% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.56% | -0.27% | -0.52% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.41% | — | +0.35% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | +0.34% | +2.13% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.36% | +0.22% | -1.11% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.23% | — | -4.56% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.19% | — | -0.42% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.16% | -0.38% | -0.17% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | +0.07% | -5.72% | |
| 31 | CRM | Salesforce INC | 株式-IT | 1.07% | -0.28% | +3.10% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | +1.47% | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.04% | -0.30% | +63.56% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | +1.40% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.12% | -5.61% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.13% | +0.65% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -0.57% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.68% | +0.18% | -0.08% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.67% | +0.09% | -65.77% | |
| 40 | INDA | Ishares Msci India ETF | ETF-その他 | 0.64% | — | — | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +5.78% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | — | -0.89% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +0.86% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.15% | +3.40% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +0.65% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | -0.17% | +3.54% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.54% | — | -0.24% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | -0.79% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | -0.06% | -2.13% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | -0.11% | +9.00% |