CIK: 0001730383
申告総資産額
$3.3億
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.08% | — | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.82% | +0.39% | — | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 4.04% | +0.14% | — | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.75% | +0.20% | — | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.78% | — | — | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.78% | — | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.64% | — | — | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.48% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.42% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.88% | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.68% | — | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.54% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.41% | -0.24% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.08% | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.28% | — | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.22% | -0.22% | — | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.12% | — | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.17% | — | — | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.12% | -0.04% | — | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.11% | — | — | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.11% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.08% | -0.17% | — | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.02% | — | — | |
| 24 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.99% | — | — | |
| 25 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.97% | — | — | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 0.96% | — | — | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.95% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.25% | — | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.89% | — | — | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 0.88% | — | — | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.85% | — | — | |
| 32 | LISOX | Lazard Intl Strat Eq-open | 株式-その他 | 0.84% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | — | |
| 36 | INTC | Intel CORP | 株式-IT | 0.74% | — | — | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.74% | -0.07% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.26% | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | — | |
| 41 | VLO | Valero Energy CORP | 株式-エネルギー | 0.71% | +0.09% | — | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.70% | -0.08% | — | |
| 43 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.70% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.67% | -0.14% | — | |
| 45 | IYF | Ishares US Financials ETF | ETF-その他 | 0.67% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | -0.06% | — | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | — | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.56% | +0.19% | — | |
| 49 | ACN | Accenture plc | 株式-IT | 0.56% | -0.13% | — | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.55% | -0.07% | — |