CIK: 0001803415
申告総資産額
$3.4億
| # | 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 | SCHV | Schwab US Large-cap Value | ETF-その他 | 11.76% | +1.33% | +7.45% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.33% | — | +18.84% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.95% | +0.62% | -0.78% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.83% | -0.64% | +1.72% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.75% | +0.33% | -0.81% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.22% | -0.02% | +403.30% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.50% | -0.12% | +0.33% | |
| 8 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.33% | +0.69% | +2.88% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.78% | -1.92% | EXIT | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.53% | +0.20% | -0.21% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.21% | -4.37% | EXIT | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.10% | +0.20% | -6.41% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.39% | — | +0.51% | |
| 14 | NTIC | Northern Technologies Intl | 株式-その他 | 1.34% | — | -29.52% | |
| 15 | BX | Blackstone INC | 株式-金融 | 1.31% | -0.18% | -0.31% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.25% | — | -1.92% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.15% | — | +0.51% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.61% | -0.64% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +0.16% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.04% | — | -4.53% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | -2.45% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.01% | -1.25% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | +4.39% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.72% | +0.13% | +4.23% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +0.01% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.67% | — | +6.56% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | +3.83% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.06% | +0.68% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | -0.72% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | — | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.54% | -0.22% | — | |
| 32 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.42% | — | — | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | — | — | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.40% | — | +7.42% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +1.94% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.35% | — | +11.79% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +2.92% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.03% | +5.61% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.32% | — | +5.51% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | +1.15% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.07% | -0.39% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.29% | -0.07% | — | |
| 43 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.29% | — | -0.15% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +5.42% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | — | — | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.26% | — | +2.23% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | — | -1.44% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.24% | — | +0.02% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | -7.89% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.23% | — | +1.15% |