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 | 10.33% | -0.27% | +26.88% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.48% | +0.43% | -1.02% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.12% | — | -19.81% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.00% | +0.23% | -1.58% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.58% | — | -10.74% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.50% | +0.20% | -2.13% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.46% | — | -0.07% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | -0.64% | -5.08% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.01% | — | +0.71% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.83% | -0.16% | -7.77% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.56% | — | -18.28% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.55% | — | -0.16% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.37% | +0.31% | -7.53% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | +0.53% | -14.15% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.32% | -0.20% | -8.41% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.25% | +0.36% | -14.78% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.24% | +0.74% | +1714.17% | |
| 18 | PCAR | Paccar INC | 株式-資本財 | 1.17% | — | +227.23% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | -20.06% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | -5.69% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | -12.42% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | +1.32% | +9.40% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -25.24% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | -6.25% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -16.31% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.92% | — | -7.38% | |
| 27 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.92% | — | — | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | +0.50% | +2.26% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | — | -5.92% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | -2.99% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.82% | +0.23% | — | |
| 32 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.80% | — | -4.89% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.77% | — | -2.93% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.75% | — | -8.23% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.73% | — | -14.89% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | -0.13% | -5.39% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.70% | -0.17% | -6.72% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.68% | +0.58% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | -0.76% | +392.88% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.68% | — | -13.41% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.67% | — | -2.25% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.66% | -0.20% | -5.84% | |
| 43 | ECL | Ecolab INC | 株式-素材 | 0.66% | — | -8.21% | |
| 44 | CTAS | Cintas CORP | 株式-資本財 | 0.65% | — | -3.31% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | -0.52% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.65% | — | -8.91% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | -14.42% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -16.78% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -3.51% | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.63% | — | -5.04% |