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 | 5.52% | +0.39% | +6.26% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -0.88% | +0.20% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.71% | -0.24% | -2.09% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.49% | -0.22% | +110.30% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.37% | — | +3.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.20% | — | +11.13% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.07% | -0.28% | -2.83% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.86% | +0.20% | +0.87% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.40% | — | +3.78% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.27% | -0.27% | -1.60% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | — | +1.47% | |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.04% | +0.14% | +8.05% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.01% | — | +1.52% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.87% | — | +3.20% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.81% | -0.16% | +7.15% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.57% | — | +5.31% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.52% | -0.04% | -0.60% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.52% | +0.21% | +0.32% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.51% | — | +2.09% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | — | -3.70% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.43% | -0.15% | -0.43% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.14% | +0.24% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.20% | — | -1.79% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.09% | -0.14% | +0.34% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.06% | -0.06% | +5.25% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.17% | +4.53% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | — | +2.15% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -0.28% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.96% | — | +0.19% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | -0.79% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.08% | -0.11% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.07% | +2.09% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | -0.08% | +109.40% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.88% | — | -1.17% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | -0.06% | -3.20% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.86% | — | -0.93% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.84% | +0.19% | -2.72% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | +0.84% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.82% | -0.07% | -4.19% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.75% | — | +1.04% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.72% | -0.07% | -3.13% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | -1.77% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -1.61% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.25% | -0.57% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | +0.14% | -1.31% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +2.60% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | -0.08% | -2.63% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.60% | -0.12% | -3.63% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.26% | -0.23% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +11.01% |