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 | 5.12% | +0.39% | -0.62% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.36% | -0.88% | -2.42% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.89% | — | +2.86% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.70% | -0.24% | -1.62% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.81% | -0.22% | -1.75% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.78% | +0.20% | +0.02% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.56% | — | -0.21% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.48% | +0.14% | -5.03% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.13% | — | -2.40% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.06% | — | -0.18% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.00% | — | -3.72% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.88% | — | -2.85% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.81% | -0.28% | -8.70% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.67% | — | +3.49% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | -0.27% | -2.40% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.47% | -0.04% | +2.89% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | — | -4.31% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.37% | — | +0.78% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.14% | -1.51% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.28% | +0.19% | -8.39% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | — | -1.46% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.25% | +0.25% | -3.03% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | +0.91% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.16% | -0.06% | +0.76% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.11% | -0.16% | +3.20% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.10% | — | -3.26% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | — | -0.47% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | -0.17% | -3.21% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.99% | -0.17% | -6.02% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.99% | -0.13% | +1.10% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -1.68% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.95% | -0.08% | -1.64% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | -1.22% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | — | -1.14% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.92% | -0.14% | +1.70% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.88% | -0.08% | -0.19% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.87% | — | -2.44% | |
| 38 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 0.86% | — | -15.23% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.85% | -0.06% | -0.29% | |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.78% | +0.21% | +25.27% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.07% | +3.50% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.74% | — | +3.16% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | -0.50% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.73% | +0.14% | -0.28% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.73% | -0.07% | -0.98% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | — | +0.10% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.08% | -4.03% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.15% | +1.23% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.26% | -1.28% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.66% | — | -0.88% |