CIK: 0001631507
申告総資産額
$2.9億
| # | 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 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.99% | — | -1.81% | |
| 2 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 4.45% | +0.77% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 3.52% | -0.30% | -0.42% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.47% | -0.51% | +5.51% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.97% | -0.09% | -6.97% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.25% | — | +107.57% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.08% | — | -0.44% | |
| 8 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.04% | — | +8.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | -0.13% | -11.00% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.76% | -1.03% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.82% | -0.10% | +25.79% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | +0.23% | -0.51% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.59% | -0.23% | +15.89% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.53% | — | -0.25% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | +0.39% | -0.66% | |
| 16 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.40% | — | -2.12% | |
| 17 | ALL | Allstate CORP | 株式-金融 | 1.32% | — | -0.28% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | +0.08% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.26% | -0.02% | +14.37% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 1.24% | +0.18% | -0.52% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.12% | -1.52% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | -1.55% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.16% | — | -1.51% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | +0.21% | -17.01% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | -2.71% | |
| 26 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.98% | — | -5.00% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | +0.19% | -20.53% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.92% | — | -2.30% | |
| 29 | AMP | Ameriprise Financial INC | 株式-金融 | 0.90% | — | -5.14% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | — | +1.26% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.87% | -0.08% | -2.60% | |
| 32 | PPG | Ppg Industries INC | 株式-素材 | 0.85% | — | -2.96% | |
| 33 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.82% | — | -2.35% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | -0.22% | +3.94% | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.79% | — | +4.89% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.78% | — | -1.85% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.07% | +7.31% | |
| 39 | CELG | Celgene CORP | 株式-その他 | 0.70% | — | — | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.69% | — | -5.83% | |
| 41 | ✓ | 株式-その他 | 0.69% | — | -3.13% | ||
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | +3.10% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.67% | — | +5.25% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.08% | -3.82% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.65% | — | +263.39% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.14% | -1.96% | |
| 47 | ✓ | Andeavor Logistics LP | 株式-その他 | 0.62% | — | — | |
| 48 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.61% | — | +9.95% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.60% | — | -19.99% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.08% | +4.31% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHC | Schwab Intl Small-cap Equity | +1.1% | +107.57% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | -0.42% | 減少 |
| 3 | QCOM | Qualcomm INC | +0.5% | +15.89% | 増加 |
| 4 | D | Dominion Energy INC | +0.5% | +263.39% | 増加 |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +25.79% | 増加 |
| 6 | SCHX | Schwab US Large-cap ETF | +0.2% | +5.51% | 増加 |
| 7 | MO | Altria Group INC | +0.2% | +79.71% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | -1.03% | 減少 |
| 9 | SCHA | Schwab US Small-cap ETF | +0.1% | +14.37% | 増加 |
| 10 | UAL | United Airlines Holdings INC | +0.1% | -5.00% | 減少 |
| 11 | ABT | Abbott Laboratories | +0.1% | +7.31% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.51% | 減少 |
| 13 | LOW | Lowe's Cos INC | +0.1% | +1.26% | 増加 |
| 14 | SBUX | Starbucks CORP | +0.1% | +13.08% | 増加 |
| 15 | PFE | Pfizer INC | +0.1% | -2.71% | 減少 |
| 16 | MRK | Merck & Co. INC. | +0.1% | +3.94% | 増加 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -0.66% | 減少 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | -0.25% | 減少 |
| 19 | COP | Conocophillips | +0.1% | -0.52% | 減少 |
| 20 | SBRA | Sabra Health Care Reit INC | +0.1% | — | 変化なし |
| 21 | HD | Home Depot INC | 0% | -0.44% | 減少 |
| 22 | SCHM | Schwab US Mid Cap ETF | -0.1% | -1.81% | 減少 |
| 23 | F | Ford Motor Co | -0.2% | -42.63% | 減少 |
| 24 | T | At&t INC | -0.2% | -19.99% | 減少 |
| 25 | ✓ | Energous CORP | -0.2% | -9.82% | 減少 |
| 26 | WYNN | Wynn Resorts LTD | -0.2% | -9.76% | 減少 |
| 27 | KMB | Kimberly-clark CORP | -0.2% | -27.93% | 減少 |
| 28 | XOM | Exxon Mobil CORP | -0.3% | -17.01% | 減少 |
| 29 | CVX | Chevron CORP | -0.4% | -20.53% | 減少 |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | -0.4% | -6.97% | 減少 |
| 31 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 32 | TIFEUR | Tiffany & Co | — | EXIT | 全売却 |
| 33 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 34 | EVRG | Evergy INC | — | EXIT | 全売却 |
| 35 | FCX | Freeport-mcmoran INC | — | EXIT | 全売却 |
| 36 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 37 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 38 | NWL | Newell Brands INC | — | EXIT | 全売却 |
| 39 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 40 | SLB | Slb LTD | — | EXIT | 全売却 |
| 41 | INSW | International Seaways, Inc. | — | EXIT | 全売却 |
| 42 | DNKN | Dunkin' Brands Group INC | — | EXIT | 全売却 |
| 43 | ✓ | — | EXIT | 全売却 | |
| 44 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | WU | Western Union Co | — | EXIT | 全売却 |
| 47 | USB | US Bancorp | — | NEW | 新規購入 |
| 48 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | 全売却 |
| 49 | VNRXGBP | Volitionrx LTD | — | NEW | 新規購入 |
| 50 | NAC | Nuveen Ca Qlty Muni INC | — | NEW | 新規購入 |