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 | 8.85% | -0.27% | +6.93% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.04% | +0.43% | +2.26% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.66% | — | +2.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.84% | +0.23% | -3.61% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.63% | +0.20% | -0.84% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.39% | — | -4.70% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.26% | — | +1.77% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.22% | — | -1.45% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | +0.34% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.24% | — | +16.09% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.64% | +6.87% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.81% | +0.31% | +31.69% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.75% | — | -6.56% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.36% | -0.16% | -8.48% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | — | -8.76% | |
| 16 | PCAR | Paccar INC | 株式-資本財 | 1.34% | — | +2.43% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | +1.32% | -5.99% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | -6.04% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.53% | -12.37% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | +0.36% | -19.93% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | -0.20% | -0.66% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.02% | +0.50% | +26.07% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.97% | — | -0.40% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | +5.29% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.79% | -0.20% | -4.59% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | -9.96% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | -13.40% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | -9.57% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | -10.37% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | — | -14.34% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | -6.03% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | +162.53% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.71% | — | +10.48% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | -0.76% | +0.17% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.66% | — | -7.32% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +10.50% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | -0.33% | +5.57% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | -1.25% | |
| 39 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.60% | — | -13.86% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.60% | — | -13.12% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | -0.13% | -3.56% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.57% | — | -7.54% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -6.88% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | +0.30% | +1.93% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | -4.98% | |
| 46 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.56% | — | -7.37% | |
| 47 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | — | -23.71% | |
| 48 | EG | Everest Group, Ltd. | 株式-金融 | 0.54% | — | -17.68% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.53% | — | -17.20% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | +0.36% | +16.66% |
| # | 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 | +1.1% | +6.93% | 増加 |
| 2 | VUG | Vanguard Growth ETF | +0.5% | +31.69% | 増加 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +162.53% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.4% | +6.87% | 増加 |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.4% | +16.09% | 増加 |
| 6 | SCHX | Schwab US Large-cap ETF | +0.3% | +2.26% | 増加 |
| 7 | XLK | Ss Technology Select Sector | +0.3% | +26.07% | 増加 |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | -0.84% | 減少 |
| 9 | HON | Honeywell International INC | +0.1% | +82.45% | 増加 |
| 10 | AAPL | Apple INC | +0.1% | -4.70% | 減少 |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.77% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -8.76% | 減少 |
| 13 | VV | Vanguard Large-cap ETF | +0.1% | +16.66% | 増加 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.50% | 増加 |
| 15 | NKE | Nike INC -cl B | +0.1% | -3.56% | 減少 |
| 16 | SWKS | Skyworks Solutions INC | -0.1% | -20.75% | 減少 |
| 17 | DOX | Amdocs Limited | -0.1% | -20.42% | 減少 |
| 18 | CMCSA | Comcast Corp-class A | -0.1% | -15.60% | 減少 |
| 19 | CB | Chubb Limited | -0.1% | -12.67% | 減少 |
| 20 | LUV | Southwest Airlines Co | -0.1% | -13.97% | 減少 |
| 21 | UTXZ | United Tech CORP | -0.1% | -13.12% | 減少 |
| 22 | BF-B | Brown-forman Corp-class B | -0.1% | -13.63% | 減少 |
| 23 | NVS | Novartis Ag-sponsored Adr | -0.1% | -12.72% | 減少 |
| 24 | ECL | Ecolab INC | -0.1% | -21.43% | 減少 |
| 25 | EFA | Ishares Msci Eafe ETF | -0.1% | +0.34% | 増加 |
| 26 | SO | Southern Co/the | -0.1% | -43.43% | 減少 |
| 27 | USB | US Bancorp | -0.1% | -17.20% | 減少 |
| 28 | BLKCHF | Blackrock INC | -0.1% | -6.03% | 減少 |
| 29 | BKNG | Booking Holdings INC | -0.1% | -15.80% | 減少 |
| 30 | VNQ | Vanguard Real Estate ETF | -0.1% | -51.02% | 減少 |
| 31 | GILD | Gilead Sciences INC | -0.1% | -23.61% | 減少 |
| 32 | CL | Colgate-palmolive Co | -0.1% | -12.45% | 減少 |
| 33 | MMM | 3m Co | -0.1% | -7.54% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | -25.74% | 減少 |
| 35 | JNJ | Johnson & Johnson | -0.2% | -10.37% | 減少 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -9.96% | 減少 |
| 37 | COLB | Columbia Banking System INC | -0.2% | -72.88% | 減少 |
| 38 | TRV | Travelers Cos Inc/the | -0.2% | -13.86% | 減少 |
| 39 | EG | Everest Group, Ltd. | -0.2% | -17.68% | 減少 |
| 40 | SBUX | Starbucks CORP | -0.2% | -4.59% | 減少 |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -19.93% | 減少 |
| 42 | NOC | Northrop Grumman CORP | -0.3% | -23.71% | 減少 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -6.56% | 減少 |
| 44 | INTC | Intel CORP | — | NEW | 新規購入 |
| 45 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 46 | UNM | Unum Group | — | EXIT | 全売却 |
| 47 | SRCLEUR | Stericycle INC | — | EXIT | 全売却 |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | — | EXIT | 全売却 |
| 49 | GNR | State Street Spdr S&p Global | — | NEW | 新規購入 |
| 50 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |