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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.47% | — | -0.83% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 9.22% | +1.33% | +1.17% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.87% | +0.33% | -2.23% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.83% | +0.62% | -0.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 6.22% | -0.64% | -3.81% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.67% | -0.02% | +3.75% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.19% | -4.37% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.88% | -0.12% | -1.53% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.76% | -0.61% | -2.68% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.72% | +0.69% | +1.51% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.47% | +0.20% | -1.44% | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 1.92% | -0.09% | -3.88% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.89% | -1.92% | EXIT | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.70% | -0.02% | -4.11% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.63% | — | +2.55% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.63% | +0.40% | -3.17% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.40% | +0.20% | -2.19% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.01% | -2.66% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -6.22% | |
| 20 | BX | Blackstone INC | 株式-金融 | 0.91% | -0.18% | +1.64% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.06% | -0.62% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.05% | -3.79% | |
| 23 | SLB | Slb LTD | 株式-エネルギー | 0.77% | +0.39% | +5.14% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.66% | +0.13% | +7.09% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.09% | -1.18% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.61% | — | +3.60% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | +0.13% | +0.30% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.59% | — | +1.50% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | -3.40% | |
| 30 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.56% | -0.02% | +1.01% | |
| 31 | ECL | Ecolab INC | 株式-素材 | 0.51% | — | — | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.47% | — | +5.49% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | -0.03% | -2.93% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.42% | — | +3.33% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.41% | — | +4.35% | |
| 36 | MCO | Moody's CORP | 株式-金融 | 0.40% | -0.04% | +2.93% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | — | +17.85% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.39% | -0.04% | -0.62% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.38% | -0.13% | -5.01% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.36% | — | +4.98% | |
| 41 | NTIC | Northern Technologies Intl | 株式-その他 | 0.36% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -9.25% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | +0.09% | +6.83% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | -2.00% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.33% | -0.07% | -0.58% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.33% | -0.07% | -0.72% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | -0.07% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.31% | -0.04% | +4.56% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.29% | — | -0.71% | |
| 50 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.29% | -0.04% | +0.21% |