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 | 6.71% | +0.39% | +2.46% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.71% | — | +0.07% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.30% | -0.88% | +8.19% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 3.18% | +0.14% | +0.63% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.85% | +0.20% | -3.86% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.68% | — | +0.94% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | +5.36% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.28% | — | -5.37% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.20% | — | -2.29% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.18% | — | -1.56% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.05% | -0.24% | -0.67% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.81% | — | +26.04% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.48% | -0.22% | -13.38% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.21% | — | +2.14% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.15% | -0.04% | -0.30% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | — | +0.94% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.08% | +0.44% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.12% | — | +0.38% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.07% | -0.08% | +1.58% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | -3.30% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | — | +27.07% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +10.67% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | +11.10% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | -0.06% | -4.97% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.25% | +1.89% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.12% | +2.35% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | +0.14% | +3.46% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | +0.64% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | -4.47% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | — | -32.88% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.27% | -0.31% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | -0.16% | +3.19% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | -0.06% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.66% | — | +1.85% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | -15.74% | |
| 36 | LHX | L3harris Technologies INC | 株式-資本財 | 0.64% | — | -1.00% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.61% | -0.24% | EXIT | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | -0.21% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | -0.44% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.58% | — | — | |
| 41 | EA | Electronic Arts INC | 株式-通信サービス | 0.58% | — | +18.63% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.57% | — | -28.23% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.57% | -0.08% | -13.54% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.57% | — | -0.12% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | — | -1.16% | |
| 46 | SNPS | Synopsys INC | 株式-IT | 0.55% | — | +134.12% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.14% | -0.40% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.55% | -0.06% | -9.07% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.07% | -5.21% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +4.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +8.19% | 増加 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.5% | +26.04% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | -0.67% | 減少 |
| 4 | SNPS | Synopsys INC | +0.4% | +134.12% | 増加 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +138.19% | 増加 |
| 6 | HD | Home Depot INC | +0.2% | +11.10% | 増加 |
| 7 | ZNGAEUR | Zynga INC - Cl A | +0.2% | +73.76% | 増加 |
| 8 | MCD | Mcdonald's CORP | +0.2% | +27.07% | 増加 |
| 9 | EA | Electronic Arts INC | +0.2% | +18.63% | 増加 |
| 10 | TER | Teradyne INC | +0.1% | +1.44% | 増加 |
| 11 | WMT | Walmart INC | +0.1% | +58.12% | 増加 |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.14% | 増加 |
| 13 | TMO | Thermo Fisher Scientific INC | +0.1% | +1.58% | 増加 |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.38% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | -0.40% | 減少 |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.19% | 増加 |
| 17 | ADBE | Adobe INC | +0.1% | -1.71% | 減少 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.36% | 増加 |
| 19 | ABBV | Abbvie INC | +0.1% | +4.55% | 増加 |
| 20 | IWV | Ishares Russell 3000 ETF | +0.1% | -1.56% | 減少 |
| 21 | CVX | Chevron CORP | +0.1% | +1.89% | 増加 |
| 22 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.30% | 減少 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.94% | 増加 |
| 24 | PG | Procter & Gamble Co/the | 0% | +10.67% | 増加 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -0.31% | 減少 |
| 26 | V | Visa Inc-class A Shares | 0% | -3.30% | 減少 |
| 27 | XLK | Ss Technology Select Sector | 0% | -13.38% | 減少 |
| 28 | SCHF | Schwab Intl Equity ETF | -0.1% | -3.86% | 減少 |
| 29 | GPN | Global Payments INC | -0.2% | -54.87% | 減少 |
| 30 | UDR | Udr INC | -0.3% | -47.49% | 減少 |
| 31 | BCE | Bce INC | -0.3% | -62.32% | 減少 |
| 32 | SCHM | Schwab US Mid Cap ETF | -0.3% | -32.88% | 減少 |
| 33 | T | At&t INC | -0.3% | -28.23% | 減少 |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | +0.07% | 増加 |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.7% | +2.46% | 増加 |
| 36 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 37 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 38 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 39 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 40 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 41 | MTCHEUR | Match Group INC | — | NEW | 新規購入 |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | — | NEW | 新規購入 |
| 43 | AKAM | Akamai Technologies INC | — | EXIT | 全売却 |
| 44 | BIO | Bio-rad Laboratories-a | — | NEW | 新規購入 |
| 45 | DG | Dollar General CORP | — | NEW | 新規購入 |
| 46 | AON | Aon plc | — | NEW | 新規購入 |
| 47 | HES | Hess CORP | — | NEW | 新規購入 |
| 48 | CHE | Chemed CORP | — | NEW | 新規購入 |
| 49 | FLT1EUR | Fleetcor Technologies INC | — | EXIT | 全売却 |
| 50 | AMT | American Tower CORP | — | NEW | 新規購入 |