CIK: 0001686988
申告総資産額
$10.5億
上位200銘柄を表示中（全366銘柄）
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.30% | +1.45% | +2.68% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 2.94% | — | +6.90% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.83% | — | +12.69% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -1.02% | +8.19% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.08% | +1.12% | +47.49% | |
| 6 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 2.01% | +0.82% | +0.54% | |
| 7 | MTBA | Simplify Mbs ETF | ETF-その他 | 1.84% | +0.79% | +2.68% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.74% | — | +3.15% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | -0.70% | -3.95% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.68% | +0.72% | +2.32% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.56% | -0.25% | +46.05% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.52% | — | -14.59% | |
| 13 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.50% | — | +9.89% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.48% | — | +49.10% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.44% | +1.05% | +56.17% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | — | -4.66% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.27% | — | +7.79% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.16% | — | +16.80% | |
| 19 | SYF | Synchrony Financial | 株式-金融 | 1.12% | — | +5.50% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.08% | — | +8.04% | |
| 21 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.08% | -0.58% | +1.42% | |
| 22 | NTAP | Netapp INC | 株式-IT | 1.06% | — | -1.08% | |
| 23 | FOXA | Fox CORP - Class A | 株式-通信サービス | 1.04% | — | +1.41% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | — | +8.92% | |
| 25 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.00% | — | +119.86% | |
| 26 | JBL | Jabil INC | 株式-IT | 0.99% | — | +18.01% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.99% | — | -5.76% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.47% | -19.95% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | — | -12.45% | |
| 30 | CF | Cf Industries Holdings INC | 株式-素材 | 0.95% | +0.43% | +13.55% | |
| 31 | FLEX | Flex Ltd. | 株式-IT | 0.95% | — | -6.32% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | — | +15.97% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.90% | +0.66% | +57.85% | |
| 34 | LOGI | Logitech International S.A. | 株式-IT | 0.89% | — | -16.24% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.89% | +0.37% | +1.42% | |
| 36 | ZM | Zoom Communications INC | 株式-IT | 0.87% | — | +14.69% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.86% | +0.72% | +68.73% | |
| 38 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.85% | — | -2.27% | |
| 39 | AMP | Ameriprise Financial INC | 株式-金融 | 0.85% | — | +4.44% | |
| 40 | SCYB | Schwab High Yield Bond ETF | ETF-ハイイールド債 | 0.81% | +0.35% | +3.16% | |
| 41 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-その他 | 0.80% | +0.72% | +20.73% | |
| 42 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.78% | +0.01% | -16.30% | |
| 43 | PFLD | Aam Low Dur Pref & INC Sec | ETF-その他 | 0.78% | +0.54% | +19.12% | |
| 44 | CPAY | Corpay INC | 株式-IT | 0.77% | -0.45% | -19.63% | |
| 45 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 0.75% | — | +58.06% | |
| 46 | HO1 | Hologic INC | 株式-その他 | 0.74% | — | +174.27% | |
| 47 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.69% | +0.28% | +3.35% | |
| 48 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.67% | +0.12% | +0.28% | |
| 49 | EBAY | Ebay INC | 株式-一般消費財 | 0.66% | -0.60% | -14.87% | |
| 50 | TPR | Tapestry INC | 株式-一般消費財 | 0.64% | +0.11% | +6.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DLTR | Dollar Tree INC | +0.6% | +119.86% | 増加 |
| 2 | SCHX | Schwab US Large-cap ETF | +0.6% | +47.49% | 増加 |
| 3 | HO1 | Hologic INC | +0.5% | +174.27% | 増加 |
| 4 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +46.05% | 増加 |
| 5 | AVUV | Avantis US Small Cap Value | +0.5% | +56.17% | 増加 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.4% | +49.10% | 増加 |
| 7 | EXPE | Expedia Group INC | +0.4% | +9.89% | 増加 |
| 8 | SCHF | Schwab Intl Equity ETF | +0.3% | +68.73% | 増加 |
| 9 | HAL | Halliburton Co | +0.3% | +96.69% | 増加 |
| 10 | LRCX | Lam Research CORP | +0.3% | +60.59% | 増加 |
| 11 | AAPL | Apple INC | +0.3% | +12.69% | 増加 |
| 12 | RPRX | Royalty Pharma plc | +0.3% | +58.06% | 増加 |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | +57.85% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +8.92% | 増加 |
| 15 | ABNB | Airbnb Inc-class A | +0.2% | +52.88% | 増加 |
| 16 | CAH | Cardinal Health INC | +0.2% | +1.42% | 増加 |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | +179.04% | 増加 |
| 18 | GILD | Gilead Sciences INC | +0.2% | +16.80% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.66% | 減少 |
| 20 | AMGN | Amgen INC | +0.2% | +27.78% | 増加 |
| 21 | EUSA | Ishares Msci USA Equal Weigh | +0.2% | +52.84% | 増加 |
| 22 | SYF | Synchrony Financial | +0.1% | +5.50% | 増加 |
| 23 | CSCO | Cisco Systems INC | +0.1% | +7.79% | 増加 |
| 24 | AU | AngloGold Ashanti plc | +0.1% | +37.68% | 増加 |
| 25 | JBL | Jabil INC | +0.1% | +18.01% | 増加 |
| 26 | FOXA | Fox CORP - Class A | +0.1% | +1.41% | 増加 |
| 27 | NVDA | Nvidia CORP | 0% | +6.90% | 増加 |
| 28 | EA | Electronic Arts INC | -0.2% | -82.22% | 減少 |
| 29 | EBAY | Ebay INC | -0.2% | -14.87% | 減少 |
| 30 | WSM | Williams-sonoma INC | -0.2% | -73.81% | 減少 |
| 31 | CPAY | Corpay INC | -0.2% | -19.63% | 減少 |
| 32 | EQH | Equitable Holdings INC | -0.2% | -78.76% | 減少 |
| 33 | LNG | Cheniere Energy INC | -0.3% | -86.88% | 減少 |
| 34 | AXP | American Express Co | -0.3% | -62.03% | 減少 |
| 35 | DKS | Dick's Sporting Goods INC | -0.3% | -60.47% | 減少 |
| 36 | JPM | Jpmorgan Chase & Co | -0.3% | -19.95% | 減少 |
| 37 | PYPL | Paypal Holdings INC | -0.3% | -42.85% | 減少 |
| 38 | NXPI | NXP Semiconductors N.V. | -0.4% | -88.85% | 減少 |
| 39 | LOGI | Logitech International S.A. | -0.4% | -16.24% | 減少 |
| 40 | CRBG | Corebridge Financial INC | -0.4% | -69.35% | 減少 |
| 41 | MPC | Marathon Petroleum CORP | -0.4% | -90.90% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.6% | -14.59% | 減少 |
| 43 | APP | Applovin Corp-class A | -1% | -88.13% | 減少 |
| 44 | INCY | Incyte CORP | — | NEW | 新規購入 |
| 45 | DVA | Davita INC | — | EXIT | 全売却 |
| 46 | DFAC | Dimensional US Core Equity 2 | — | NEW | 新規購入 |
| 47 | BLD | Topbuild CORP | — | NEW | 新規購入 |
| 48 | OC | Owens Corning | — | EXIT | 全売却 |
| 49 | SWKS | Skyworks Solutions INC | — | EXIT | 全売却 |
| 50 | BAH | Booz Allen Hamilton Holdings | — | NEW | 新規購入 |