CIK: 0001889147
申告総資産額
$5.7億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.68% | — | +2.36% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 6.08% | — | +1.56% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.01% | -0.23% | +6.31% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.36% | -0.26% | +29.72% | |
| 5 | FPEI | First Trust Institutional Pr | ETF-その他 | 3.98% | — | +4.04% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.12% | -0.21% | +15.25% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.07% | +0.13% | +23.76% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.95% | +0.14% | +52.93% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 2.48% | -0.17% | -2.20% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.20% | — | +12.57% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.90% | — | +0.08% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.74% | -0.13% | +12.19% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.20% | +4.06% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.24% | -3.01% | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.50% | +0.15% | +0.44% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.36% | -0.15% | -15.06% | |
| 17 | VRSN | Verisign INC | 株式-IT | 1.28% | — | +1.27% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.23% | +0.11% | |
| 19 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 1.18% | — | -3.38% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | — | -2.84% | |
| 21 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.09% | -0.07% | +2.21% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.08% | — | -9.66% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.05% | — | +1.78% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.00% | -0.17% | +42.19% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | +0.06% | +10.49% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.12% | -5.82% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.15% | -2.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.13% | +3.24% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | -0.50% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.93% | +0.08% | +47.79% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.93% | — | -1.35% | |
| 32 | SWKS | Skyworks Solutions INC | 株式-IT | 0.88% | — | +3.73% | |
| 33 | LIN | Linde plc | 株式-素材 | 0.88% | +0.07% | -0.69% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 0.87% | — | +0.82% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -2.91% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.84% | +0.06% | +34.88% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.82% | -0.10% | +39.57% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +0.97% | |
| 39 | EMR | Emerson Electric Co | 株式-資本財 | 0.80% | — | +2.21% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | — | +36.42% | |
| 41 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.78% | -0.07% | +222.32% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.76% | +0.11% | -4.17% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.72% | — | +2.43% | |
| 44 | GE | General Electric | 株式-資本財 | 0.69% | -0.10% | +4.60% | |
| 45 | BXP | Bxp INC | 株式-不動産 | 0.62% | -0.09% | +12.96% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -0.02% | |
| 47 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.58% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -7.45% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.56% | -0.06% | +20.42% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +14.77% |