CIK: 0001671716
申告総資産額
$12.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.20% | -0.27% | +8.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.98% | +0.23% | -2.93% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.50% | +0.43% | +2.71% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.44% | — | +11.42% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.58% | — | -4.11% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.46% | — | -21.34% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.44% | +0.20% | -1.10% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.92% | — | -1.44% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.33% | — | -2.15% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.69% | — | -12.13% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.68% | +0.36% | +1.67% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.59% | -0.16% | -3.76% | |
| 13 | PCAR | Paccar INC | 株式-資本財 | 1.52% | — | +7.86% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | — | -1.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | +1.32% | +6.51% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | +0.53% | +3.86% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.21% | — | -5.73% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | -3.55% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.14% | -0.20% | -0.41% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.09% | — | +14.08% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.06% | -0.20% | -1.71% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | — | -0.24% | |
| 23 | EG | Everest Group, Ltd. | 株式-金融 | 1.01% | — | -9.89% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.98% | — | -2.22% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | +0.31% | -24.36% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | -0.75% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | +1.16% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.93% | — | -30.29% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.93% | — | -5.27% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | +5.49% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +0.28% | |
| 32 | ✓ | 株式-その他 | 0.88% | — | +6.56% | ||
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.64% | -3.40% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.84% | — | -0.56% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.84% | — | -2.56% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.83% | — | -4.28% | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.83% | — | +1.76% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.81% | — | -2.99% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | -0.91% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.78% | — | +7.01% | |
| 41 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.76% | — | -3.39% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | -5.67% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.69% | — | -3.65% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | -22.02% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +7.03% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.67% | — | -7.48% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.66% | — | -5.63% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | -0.23% | +102.28% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.64% | — | -2.75% | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.63% | — | -8.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +8.63% | 増加 |
| 2 | SCHF | Schwab Intl Equity ETF | +0.7% | +11.42% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | -4.11% | 減少 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.3% | +2.71% | 増加 |
| 5 | MMM | 3m Co | +0.3% | +115.78% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.38% | 減少 |
| 7 | SCHM | Schwab US Mid Cap ETF | +0.2% | +14.08% | 増加 |
| 8 | PCAR | Paccar INC | +0.2% | +7.86% | 増加 |
| 9 | ✓ | +0.1% | +6.56% | 増加 | |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.51% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.86% | 増加 |
| 12 | HD | Home Depot INC | +0.1% | +5.49% | 増加 |
| 13 | BKNG | Booking Hldgs INC | +0.1% | -3.39% | 減少 |
| 14 | SWKS | Skyworks Solutions INC | +0.1% | -0.97% | 減少 |
| 15 | AMGN | Amgen INC | +0.1% | +1.16% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.1% | -3.40% | 減少 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | -2.15% | 減少 |
| 18 | PEP | Pepsico INC | +0.1% | +7.03% | 増加 |
| 19 | CSX | Csx CORP | +0.1% | -0.46% | 減少 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -5.73% | 減少 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.67% | 増加 |
| 22 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.44% | 減少 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.93% | 減少 |
| 24 | AAP | Advance Auto Parts INC | -0.1% | -17.83% | 減少 |
| 25 | ACN | Accenture plc | -0.1% | -42.31% | 減少 |
| 26 | VZ | Verizon Communications INC | -0.1% | -6.09% | 減少 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | -0.41% | 減少 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -42.60% | 減少 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -0.24% | 減少 |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | -54.87% | 減少 |
| 31 | COLB | Columbia Banking System INC | -0.2% | -17.14% | 減少 |
| 32 | VO | Vanguard Mid-cap ETF | -0.2% | -22.02% | 減少 |
| 33 | LUV | Southwest Airlines Co | -0.2% | -28.28% | 減少 |
| 34 | VUG | Vanguard Growth ETF | -0.2% | -24.36% | 減少 |
| 35 | QCOM | Qualcomm INC | -0.3% | -54.06% | 減少 |
| 36 | KR | Kroger Co | -0.4% | -55.42% | 減少 |
| 37 | SCHG | Schwab US Large-cap Growth | -0.4% | -62.12% | 減少 |
| 38 | TRV | Travelers Cos Inc/the | -0.5% | -30.29% | 減少 |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | -1% | -21.34% | 減少 |
| 40 | PNC | Pnc Financial Services Group | — | NEW | 新規購入 |
| 41 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 42 | BSV | Vanguard Short-term Bond ETF | — | NEW | 新規購入 |
| 43 | DEO | Diageo Plc-sponsored Adr | — | EXIT | 全売却 |
| 44 | ATRO | Astronics CORP | — | NEW | 新規購入 |
| 45 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 46 | MRK | Merck & Co. INC. | — | EXIT | 全売却 |
| 47 | TMO | Thermo Fisher Scientific INC | — | EXIT | 全売却 |
| 48 | SDS | ProShares UltraShort S&P500 | — | NEW | 新規購入 |
| 49 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 50 | VLO | Valero Energy CORP | — | EXIT | 全売却 |