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 | 9.28% | -0.27% | -0.38% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.49% | — | -1.94% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.17% | +0.43% | -3.23% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.26% | +0.23% | -0.84% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.22% | — | -3.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.75% | +0.20% | +0.77% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.51% | — | +301.30% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.01% | — | +1.84% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.64% | +6.37% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.74% | — | -6.63% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.58% | — | +10.74% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.57% | -0.16% | -2.26% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.55% | — | -0.07% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.51% | — | -4.78% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.53% | -2.09% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.40% | +0.31% | -8.35% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | +0.36% | -1.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | — | -1.45% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | -4.28% | |
| 20 | PCAR | Paccar INC | 株式-資本財 | 1.18% | — | — | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.14% | — | -1.09% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | -0.20% | -1.35% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | -2.88% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | — | -11.79% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | -3.74% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | +1.32% | -6.47% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 0.88% | — | +0.29% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.86% | — | -0.48% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | +0.50% | -0.07% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.81% | — | -0.54% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | -4.45% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.80% | — | +0.32% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.78% | — | -0.45% | |
| 34 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.77% | — | -4.51% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | +5.93% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.76% | — | -2.87% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.72% | — | +56.67% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.70% | -0.20% | +71.72% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.68% | — | -2.68% | |
| 40 | EG | Everest Group, Ltd. | 株式-金融 | 0.68% | — | -11.33% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | -0.13% | +2.95% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.67% | — | -4.11% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.65% | -0.17% | -1.04% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | +1.44% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.63% | — | -6.11% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -0.01% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | -5.64% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | -0.20% | +12.66% | |
| 49 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.61% | — | -5.68% | |
| 50 | ECL | Ecolab INC | 株式-素材 | 0.61% | — | -8.20% |