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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.37% | +0.39% | +12.43% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.24% | — | +5.76% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 3.67% | +0.14% | -7.80% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.50% | +0.20% | -4.56% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.87% | — | -0.57% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.83% | — | +2.82% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.70% | — | +2.73% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.38% | — | +2.50% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.34% | — | -5.02% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.88% | -8.30% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.78% | — | +2.85% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.69% | — | +2.11% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.44% | -0.24% | -7.27% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.08% | +0.08% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.24% | — | -8.30% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.22% | -0.22% | -5.78% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | +0.25% | +18.84% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.19% | -0.17% | -3.93% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.14% | — | -3.16% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.11% | -0.04% | -4.58% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.03% | — | -1.70% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.03% | — | -4.23% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.03% | — | -9.73% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | +0.12% | -11.90% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | +26.43% | |
| 26 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.85% | — | -3.65% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.26% | +4.52% | |
| 28 | VLO | Valero Energy CORP | 株式-エネルギー | 0.78% | +0.09% | -7.79% | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.77% | — | -1.72% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -0.66% | |
| 31 | GD | General Dynamics CORP | 株式-資本財 | 0.76% | — | -5.99% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.30% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | -2.75% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | -4.89% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.72% | — | -24.01% | |
| 36 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.72% | — | -28.32% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.72% | -0.08% | -5.82% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | -10.11% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +15.57% | |
| 40 | IYF | Ishares US Financials ETF | ETF-その他 | 0.66% | — | -0.39% | |
| 41 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.65% | — | +0.85% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.65% | — | -7.13% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.24% | EXIT | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | -0.06% | -5.07% | |
| 45 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.63% | — | +9.44% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.07% | -11.68% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +13.74% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.62% | -0.14% | -4.99% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | -15.53% | |
| 50 | PVH | Pvh CORP | 株式-一般消費財 | 0.59% | — | +17.11% |