CIK: 0001730383
申告総資産額
$3.3億
上位200銘柄を表示中（全201銘柄）
| # | 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 | 6.73% | +0.39% | -6.65% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.06% | — | -13.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.88% | -9.52% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.98% | +0.20% | -6.30% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.84% | +0.14% | -8.71% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.83% | -0.24% | -8.10% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.35% | — | -7.96% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.29% | — | -10.93% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.18% | — | -3.56% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.14% | — | -7.93% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.88% | — | -6.65% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.77% | — | +56.39% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.72% | -0.22% | -9.72% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.70% | — | -3.83% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.08% | -8.19% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.42% | — | -4.59% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | -0.27% | -2.27% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.39% | — | -9.65% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.26% | -0.04% | -4.18% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | — | -4.42% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.12% | -0.08% | -9.89% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.10% | -0.16% | +0.46% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.07% | -0.28% | +256.29% | |
| 24 | SNPS | Synopsys INC | 株式-IT | 0.83% | — | -4.71% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | +0.14% | -7.03% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.14% | -2.45% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | -7.99% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.76% | -0.06% | -3.72% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.76% | — | -9.53% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | -0.06% | -10.17% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.07% | +0.21% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.74% | -0.08% | -10.50% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.25% | -6.41% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.66% | — | -5.37% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.66% | — | -4.87% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.66% | -0.14% | -10.19% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -7.52% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | +0.19% | -10.89% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.12% | -11.66% | |
| 40 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.62% | — | -2.99% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.62% | -0.07% | EXIT | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | — | +5.79% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.59% | -0.07% | -11.01% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | -8.53% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | -9.65% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | -7.88% | |
| 47 | KKR | Kkr & Co INC | 株式-金融 | 0.54% | — | +0.85% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.53% | — | -5.61% | |
| 49 | LHX | L3harris Technologies INC | 株式-資本財 | 0.53% | — | -14.16% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +16.59% |