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 | 5.32% | +0.39% | -0.23% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | -0.88% | -1.27% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.46% | — | +1.89% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.23% | -0.24% | -0.60% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.11% | -0.22% | -1.40% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.09% | -0.28% | -1.13% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.81% | +0.20% | +2.03% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | — | +1.02% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.27% | — | +0.72% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.24% | — | -0.07% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.06% | — | +1.18% | |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.00% | +0.14% | -3.00% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.97% | — | +0.02% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.69% | -0.16% | -0.79% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.61% | -0.04% | -2.59% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.61% | — | +1.15% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | -0.14% | +0.34% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | — | -2.73% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.27% | -2.35% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.45% | +0.21% | +0.08% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.41% | — | +1.63% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.30% | — | -4.33% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.29% | -0.15% | -7.95% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.07% | -5.34% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.11% | -0.14% | +9.76% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.08% | — | -2.69% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.08% | -0.07% | -0.47% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | +0.40% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | -3.56% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.00% | -0.06% | +6.86% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | +0.19% | +2.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.08% | -2.61% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.90% | — | -1.05% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +4.95% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.87% | — | +0.92% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.86% | -0.06% | +6.56% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.85% | -0.08% | +7.70% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | -3.25% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | +3.92% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.80% | -0.17% | -1.43% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -1.19% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.74% | — | +3.28% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | +0.25% | -0.73% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.66% | -0.07% | -4.23% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | +0.14% | -0.14% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.65% | -0.13% | -3.73% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.64% | — | +7.21% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.60% | -0.12% | -5.90% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | -2.74% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.26% | -0.98% |