CIK: 0001624510
申告総資産額
$8.0億
| # | 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 | TXG | 10x Genomics Inc-class A | 株式-その他 | 8.94% | +0.06% | -5.13% | |
| 2 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 7.95% | -0.56% | +3.09% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.40% | — | -8.93% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.95% | -2.55% | -7.20% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.94% | — | -13.45% | |
| 6 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 5.79% | — | +6.84% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.07% | -0.27% | -1.46% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 4.60% | — | -23.39% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 4.20% | — | — | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-その他 | 4.04% | — | -7.68% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.03% | -0.46% | +3.21% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.87% | — | -2.01% | |
| 13 | TURNEUR | 180 Degree Capital CORP | 株式-その他 | 1.85% | — | -1.59% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.18% | -1.16% | |
| 15 | DOCU | Docusign INC | 株式-IT | 1.53% | -0.05% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.47% | -0.07% | +2.86% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.40% | — | -1.10% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.14% | — | -7.99% | |
| 19 | PATK | Patrick Industries INC | 株式-一般消費財 | 1.09% | — | — | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +3.42% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | -17.88% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +7.19% | |
| 23 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.81% | — | -49.16% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.74% | — | +0.61% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | +0.02% | -1.51% | |
| 26 | ALLY | Ally Financial INC | 株式-金融 | 0.71% | — | -6.34% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | — | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | -1.40% | -35.75% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | -2.82% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | -0.28% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.08% | +15.17% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.56% | — | -28.53% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +13.20% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.54% | — | +6.52% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.49% | — | — | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.38% | — | -4.33% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | -3.29% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.35% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +25.88% | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.34% | — | — | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.34% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | +0.73% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | -38.44% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +15.89% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | +3.93% | |
| 47 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.28% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -0.29% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.27% | -0.06% | +23.19% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | -17.99% |