CIK: 0001607866
申告総資産額
$7.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.19% | -0.22% | +0.54% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.07% | -1.07% | +0.49% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.77% | -0.59% | +0.92% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.37% | -0.15% | -0.19% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.35% | — | +1179.05% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.20% | -0.19% | +1.75% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.09% | -0.14% | -0.33% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.99% | -0.16% | -0.02% | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.78% | -0.08% | -0.36% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.75% | -0.12% | +0.33% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.72% | +0.01% | +0.40% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.66% | -0.31% | +1.50% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.04% | — | +1.40% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.91% | — | -0.21% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.83% | — | +0.30% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | -0.53% | EXIT | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | +0.34% | -0.74% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 1.73% | — | +1.23% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.65% | — | +0.40% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | — | +84.33% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | +2.20% | |
| 22 | EQIX | Equinix INC | 株式-不動産 | 1.44% | — | +5.90% | |
| 23 | C | Citigroup INC | 株式-金融 | 1.28% | — | +3.52% | |
| 24 | DAL | Delta Air Lines INC | 株式-資本財 | 1.24% | — | +0.16% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.19% | — | -0.51% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.18% | — | +2.44% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 1.03% | -0.02% | -1.67% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.99% | — | +14.64% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | +0.12% | -2.39% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -0.13% | +31.99% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.92% | — | +1.33% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.89% | — | +1.96% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.89% | -0.04% | +0.36% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | +0.03% | +287.21% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.87% | — | +31.26% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.83% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | +0.61% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.78% | — | -0.31% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | -3.97% | |
| 40 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.75% | — | +6.51% | |
| 41 | PRAH | Pra Health Sciences INC | 株式-その他 | 0.74% | — | +0.81% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | — | -2.06% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.73% | — | +3.11% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.71% | — | -1.97% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.70% | — | +39.38% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -0.20% | -0.22% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | — | +2.92% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.62% | — | -0.42% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.56% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | +5.00% |