CIK: 0001681373
申告総資産額
$1957.7万
| # | 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 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 44.64% | -2.06% | -1.64% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 24.92% | -1.01% | -1.71% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 19.17% | -0.69% | -5.78% | |
| 4 | NSC | Norfolk Southern CORP | 株式-資本財 | 4.14% | +0.12% | -23.35% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | — | -3.25% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.78% | — | — | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.63% | — | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | -66.29% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 0.48% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 0.45% | -0.20% | -30.65% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 0.29% | +0.08% | -11.20% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -16.67% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | -0.20% | EXIT | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.16% | +0.49% | -34.96% | |
| 15 | PSX | Phillips 66 | 株式-エネルギー | 0.14% | — | -82.73% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | -0.12% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | -0.09% | — | |
| 18 | HAL | Halliburton Co | 株式-エネルギー | 0.11% | -0.03% | — | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 0.11% | -0.05% | -24.39% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | — | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.10% | +0.39% | -38.46% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.09% | +0.38% | -39.52% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.08% | +0.04% | — | |
| 24 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.08% | — | — | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.08% | +0.34% | -27.86% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.08% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.07% | -0.03% | -60.98% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | — | — | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.05% | — | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.05% | — | — | |
| 31 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.04% | +0.39% | -69.42% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.04% | -0.04% | EXIT | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.03% | — | — | |
| 34 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.02% | — | — | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.02% | — | — | |
| 36 | GMOLQ | General Moly INC | 株式-その他 | 0.02% | — | — | |
| 37 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.01% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.01% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.01% | — | — | |
| 40 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.01% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.01% | — | — |