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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.46% | -0.23% | +4.45% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.36% | — | +1.98% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.58% | — | +2.14% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.21% | -0.26% | -1.03% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.42% | -0.21% | +214.68% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.39% | +0.14% | +200.65% | |
| 7 | FPEI | First Trust Institutional Pr | ETF-その他 | 3.30% | — | -4.16% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.80% | +0.13% | +102.10% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 2.77% | -0.17% | -8.03% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.44% | — | +5.51% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.22% | — | +95.67% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.20% | -5.41% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.60% | -0.13% | -6.38% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.45% | -0.17% | +1.91% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.24% | -3.50% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.33% | -0.15% | -7.07% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 1.15% | — | -1.72% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.13% | -0.10% | +2.92% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.11% | +0.15% | -7.20% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.05% | +0.06% | +3.50% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.12% | -6.66% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.13% | -2.54% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.96% | — | +4.00% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.15% | -8.03% | |
| 25 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.93% | -0.07% | -5.54% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.92% | +0.08% | +1.22% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.89% | — | +6.04% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.23% | -6.94% | |
| 29 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.80% | +0.11% | -0.86% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.74% | — | -6.50% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | +0.29% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -4.32% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.73% | — | -7.45% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 0.72% | — | -3.44% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | -6.38% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | -5.39% | |
| 37 | GE | General Electric | 株式-資本財 | 0.69% | -0.10% | -7.32% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | +0.06% | -3.73% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | -8.88% | |
| 40 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.66% | -0.07% | +99.78% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.61% | +0.07% | -10.23% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -11.49% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.08% | -1.55% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.12% | -8.25% | |
| 45 | BXP | Bxp INC | 株式-不動産 | 0.56% | -0.09% | -3.23% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -4.76% | |
| 47 | XNCR | Xencor INC | 株式-その他 | 0.55% | -0.06% | -14.32% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | -0.09% | -5.00% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.51% | -0.06% | -6.93% | |
| 50 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.50% | — | +93.28% |