CIK: 0001652103
申告総資産額
$25.0億
| # | 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 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.55% | — | -0.01% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.20% | — | +1.07% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | — | -7.07% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.59% | — | -39.76% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.37% | — | +0.44% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.23% | — | -0.35% | |
| 7 | KLAC | Kla CORP | 株式-IT | 2.11% | — | -0.11% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.96% | — | -0.48% | |
| 9 | TGT | Target CORP | 株式-一般消費財 | 1.87% | — | +0.97% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | — | +0.69% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | — | +1.18% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | — | -0.70% | |
| 13 | MDT | Medtronic plc | 株式-ヘルスケア | 1.66% | — | +1.10% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.59% | — | +0.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | — | +0.59% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.48% | — | +240.70% | |
| 17 | APTV | Aptiv PLC | 株式-一般消費財 | 1.47% | — | +1.14% | |
| 18 | RSG | Republic Services INC | 株式-資本財 | 1.44% | — | +0.92% | |
| 19 | BAX | Baxter International INC | 株式-ヘルスケア | 1.37% | — | +7.41% | |
| 20 | CCI | Crown Castle INC | 株式-不動産 | 1.37% | — | -0.03% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.37% | — | +0.23% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.36% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | — | -1.29% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | — | +0.96% | |
| 25 | WY | Weyerhaeuser Co | 株式-不動産 | 1.30% | — | -1.91% | |
| 26 | PANW | Palo Alto Networks INC | 株式-IT | 1.27% | — | +3.81% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | +1.39% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 1.21% | — | +0.55% | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 1.19% | — | +1.05% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | — | +1.50% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | +1.03% | |
| 32 | ✓ | Amarin Corp PLC | 株式-その他 | 1.13% | — | — | |
| 33 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.12% | — | +3.53% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.12% | — | -6.16% | |
| 35 | C | Citigroup INC | 株式-金融 | 1.09% | — | +0.36% | |
| 36 | GPN | Global Payments INC | 株式-資本財 | 1.06% | — | -1.52% | |
| 37 | GGG | Graco INC | 株式-資本財 | 1.03% | — | -2.80% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.03% | — | +1.44% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.02% | — | +1.67% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.99% | — | +0.77% | |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.98% | — | -0.55% | |
| 42 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.97% | — | +1.42% | |
| 43 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.95% | — | +19.34% | |
| 44 | XLNXEUR | Xilinx INC | 株式-その他 | 0.95% | — | +2.80% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | — | -4.68% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.90% | — | -13.88% | |
| 47 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.89% | — | +1.22% | |
| 48 | WMB | Williams Cos INC | 株式-エネルギー | 0.87% | — | -3.54% | |
| 49 | IP | International Paper Co | 株式-一般消費財 | 0.84% | — | +2.05% | |
| 50 | YUSD | Alleghany CORP | 株式-その他 | 0.83% | — | — |