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 | 5.07% | +0.39% | +0.45% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.56% | -0.88% | +7.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.03% | -0.24% | -0.24% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.60% | — | +2.15% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.87% | -0.22% | +2.95% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.75% | +0.20% | -3.75% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.60% | +0.14% | +4.09% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.57% | — | +4.07% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.17% | — | +1.54% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.04% | — | -0.99% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.00% | — | -1.41% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.93% | — | +2.65% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.82% | -0.28% | -22.93% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.55% | — | -0.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.27% | -1.97% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | +1.34% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.40% | -0.04% | +7.87% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.37% | — | -0.21% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.36% | — | +0.64% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.35% | +0.19% | -0.78% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.14% | +8.98% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.22% | — | -2.31% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.25% | -1.19% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.14% | — | +1.33% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.12% | -0.06% | +3.86% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.05% | -0.16% | +3.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | +11.43% | |
| 28 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 0.99% | — | +0.41% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | -0.17% | +2.48% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -1.87% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.95% | — | +2.33% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | -0.08% | -2.20% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +1.09% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.93% | -0.13% | +2.44% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | +0.14% | +0.71% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.88% | -0.08% | +0.91% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | -0.17% | -1.24% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.87% | -0.14% | +11.71% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | +6.36% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.80% | -0.06% | +0.09% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.79% | -0.07% | +5.53% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | +4.05% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.72% | — | +4.78% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.08% | -4.16% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | +0.39% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.15% | +4.62% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.07% | +5.02% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.66% | — | -5.01% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.62% | — | +3.48% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.26% | +8.56% |