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 | 5.03% | +0.39% | +8.01% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.42% | -0.88% | -0.63% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.93% | -0.24% | -1.39% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.22% | — | -6.88% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.95% | -0.22% | -5.86% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.73% | -0.28% | -3.95% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.73% | +0.20% | +0.11% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.19% | — | +2.11% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.15% | — | +0.10% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.10% | — | +14.98% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.02% | +0.14% | +0.01% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.93% | — | +3.84% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.85% | — | +58.17% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.60% | — | +3.63% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.27% | -1.38% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.56% | -0.04% | +0.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | — | +0.51% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.52% | -0.16% | +1.06% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.45% | — | -1.36% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.45% | +0.21% | +12.71% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.44% | — | +1.42% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.14% | -0.86% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.20% | — | +5.74% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.17% | — | +0.28% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | -1.00% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.07% | -2.75% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.04% | -0.17% | -3.03% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | -0.13% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.02% | -0.06% | -8.48% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 1.02% | -0.15% | +880.06% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.01% | +0.19% | -2.24% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.98% | — | -0.15% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | -0.41% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.94% | -0.14% | -6.07% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | -0.17% | -2.88% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.91% | -0.07% | -0.63% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -0.70% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.87% | — | -5.21% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.87% | -0.06% | -5.75% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | -0.08% | -2.29% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | +0.14% | -1.22% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.84% | -0.13% | -0.76% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.25% | -1.22% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.80% | -0.08% | -9.41% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.08% | +0.97% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -0.45% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.70% | — | +2.98% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | -1.01% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +1.51% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.60% | -0.12% | -0.93% |