CIK: 0001934500
申告総資産額
$1.7億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.34% | +0.47% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.51% | +1.00% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.21% | +0.67% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.09% | +1.21% | — | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.28% | — | — | |
| 6 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.06% | — | — | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.97% | +0.50% | — | |
| 8 | T | At&t INC | 株式-通信サービス | 2.27% | -0.15% | — | |
| 9 | CRM | Salesforce INC | 株式-IT | 2.18% | — | — | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.01% | -0.15% | — | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.83% | — | — | |
| 12 | INTC | Intel CORP | 株式-IT | 1.81% | +0.73% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.72% | +0.45% | — | |
| 14 | PGX | Invesco Preferred ETF | ETF-その他 | 1.63% | — | — | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 1.58% | -0.16% | — | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.54% | +0.26% | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.44% | +0.27% | — | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.32% | +0.86% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | +0.97% | — | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.30% | — | — | |
| 21 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.30% | — | — | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.26% | — | — | |
| 23 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.22% | — | — | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.09% | — | — | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 1.03% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | -0.30% | EXIT | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 1.01% | — | — | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.00% | — | — | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | -0.11% | — | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | +0.43% | — | |
| 31 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.91% | — | — | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.90% | +0.24% | — | |
| 33 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.89% | — | — | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | — | — | |
| 35 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.80% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | — | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.78% | — | — | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.78% | +0.31% | — | |
| 39 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.76% | — | — | |
| 40 | GM | General Motors Co | 株式-一般消費財 | 0.72% | — | — | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.68% | — | — | |
| 42 | AAL | American Airlines Group INC | 株式-資本財 | 0.66% | +0.18% | — | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | -0.11% | — | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | +0.28% | — | |
| 46 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.63% | — | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.61% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | — | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.60% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | — |