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 | 7.73% | -0.27% | -5.49% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.74% | +0.43% | +30.60% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.71% | — | +5.64% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.92% | +0.23% | -6.52% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.49% | +0.20% | -1.14% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.32% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 3.26% | — | -15.23% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.14% | — | +0.50% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.48% | — | -2.81% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.10% | — | +5.16% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.88% | — | +53.44% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | -0.64% | +6.13% | |
| 13 | PCAR | Paccar INC | 株式-資本財 | 1.41% | — | -0.32% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.35% | -0.16% | -16.26% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.34% | +0.36% | -21.59% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.31% | +0.31% | +21.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | +1.32% | -5.46% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | -22.64% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | +0.53% | -22.14% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | — | -20.82% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | -0.20% | — | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.99% | -0.20% | -6.58% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.95% | — | -6.71% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | -19.07% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | -24.01% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | -23.83% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | -29.65% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.82% | — | -28.44% | |
| 29 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.80% | — | -22.07% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | -17.43% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | -19.83% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | +0.50% | -0.99% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | -2.29% | |
| 34 | EG | Everest Group, Ltd. | 株式-金融 | 0.74% | — | -30.12% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.70% | — | -15.09% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.70% | — | -3.94% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -28.78% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | -0.76% | +33.31% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.65% | — | -28.68% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.64% | — | +7.36% | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.63% | — | — | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.62% | — | -24.21% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.61% | — | -11.60% | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.60% | — | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.59% | — | -29.38% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.30% | +210.05% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -17.87% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +0.16% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | -22.60% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.57% | -0.33% | +20.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +1.8% | +30.60% | 増加 |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.7% | +53.44% | 増加 |
| 3 | SCHF | Schwab Intl Equity ETF | +0.7% | +5.64% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.4% | +6.13% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +210.05% | 増加 |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +21.17% | 増加 |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +5.16% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +33.31% | 増加 |
| 9 | UPS | United Parcel Service-cl B | -0.1% | — | 変化なし |
| 10 | UTXZ | United Tech CORP | -0.1% | -15.09% | 減少 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.52% | 減少 |
| 12 | GILD | Gilead Sciences INC | -0.1% | -26.46% | 減少 |
| 13 | JPM | Jpmorgan Chase & Co | -0.1% | -19.07% | 減少 |
| 14 | EG | Everest Group, Ltd. | -0.1% | -30.12% | 減少 |
| 15 | UNP | Union Pacific CORP | -0.1% | -22.60% | 減少 |
| 16 | MCK | Mckesson CORP | -0.1% | -18.52% | 減少 |
| 17 | NOC | Northrop Grumman CORP | -0.1% | -28.44% | 減少 |
| 18 | TXN | Texas Instruments INC | -0.1% | -32.57% | 減少 |
| 19 | BLKCHF | Blackrock INC | -0.2% | -23.83% | 減少 |
| 20 | TRV | Travelers Cos Inc/the | -0.2% | -22.07% | 減少 |
| 21 | COST | Costco Wholesale CORP | -0.2% | -16.26% | 減少 |
| 22 | V | Visa Inc-class A Shares | -0.2% | -20.82% | 減少 |
| 23 | AMGN | Amgen INC | -0.2% | -19.83% | 減少 |
| 24 | PEP | Pepsico INC | -0.2% | -19.85% | 減少 |
| 25 | DIS | Walt Disney Co/the | -0.2% | -23.52% | 減少 |
| 26 | HON | Honeywell International INC | -0.2% | -51.19% | 減少 |
| 27 | DOX | Amdocs Limited | -0.2% | -38.34% | 減少 |
| 28 | CB | Chubb Limited | -0.2% | -30.93% | 減少 |
| 29 | CL | Colgate-palmolive Co | -0.2% | -24.21% | 減少 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -28.78% | 減少 |
| 31 | CMCSA | Comcast Corp-class A | -0.2% | -27.08% | 減少 |
| 32 | LUV | Southwest Airlines Co | -0.2% | -33.12% | 減少 |
| 33 | XOM | Exxon Mobil CORP | -0.2% | -17.43% | 減少 |
| 34 | NVS | Novartis Ag-sponsored Adr | -0.2% | -29.38% | 減少 |
| 35 | CSX | Csx CORP | -0.3% | -68.70% | 減少 |
| 36 | USB | US Bancorp | -0.3% | -28.68% | 減少 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.3% | -22.14% | 減少 |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -21.59% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.3% | -24.01% | 減少 |
| 40 | HD | Home Depot INC | -0.4% | -29.65% | 減少 |
| 41 | AAPL | Apple INC | -0.4% | -15.23% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.4% | -22.64% | 減少 |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | 新規購入 |
| 44 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 45 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 46 | GBIL | Goldman Sachs Access Treasur | — | NEW | 新規購入 |
| 47 | INTC | Intel CORP | — | EXIT | 全売却 |
| 48 | SCHA | Schwab US Small-cap ETF | — | NEW | 新規購入 |
| 49 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 50 | KR | Kroger Co | — | EXIT | 全売却 |