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 | 6.40% | — | -2.17% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.56% | -0.51% | -0.99% | |
| 3 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 4.11% | +0.77% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.72% | -0.30% | +13.00% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.32% | -0.09% | +7.00% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.76% | +0.18% | |
| 7 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.15% | — | +1.57% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.03% | -0.10% | -0.25% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.01% | — | -6.39% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.13% | -1.83% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | +0.23% | -1.95% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.72% | +0.39% | +4.61% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.71% | -0.02% | +6.10% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.66% | -0.23% | -4.36% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | -2.21% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | — | -1.02% | |
| 17 | ALL | Allstate CORP | 株式-金融 | 1.40% | — | -3.32% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | — | -0.63% | |
| 19 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.16% | — | +12.59% | |
| 20 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.10% | — | -2.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.12% | -2.32% | |
| 22 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.07% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | -0.22% | +0.14% | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.97% | — | -1.52% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 0.95% | +0.18% | -1.37% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.21% | -1.24% | |
| 27 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.93% | — | -10.82% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.91% | — | -1.77% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.19% | +2.90% | |
| 30 | CSGP | Costar Group INC | 株式-不動産 | 0.90% | — | +3.58% | |
| 31 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.90% | — | -5.47% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.90% | — | -2.27% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.90% | — | +2.14% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.86% | -0.08% | -5.33% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | -12.56% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | -3.44% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.08% | +0.95% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.07% | -6.05% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | -0.13% | +6.94% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.79% | — | +7.22% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.78% | — | -0.12% | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.77% | — | -6.00% | |
| 43 | EA | Electronic Arts INC | 株式-通信サービス | 0.77% | — | -0.27% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.76% | -0.35% | +0.33% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.27% | +24.44% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.74% | — | -0.15% | |
| 47 | RSG | Republic Services INC | 株式-資本財 | 0.74% | — | +2.82% | |
| 48 | AMP | Ameriprise Financial INC | 株式-金融 | 0.73% | — | -2.53% | |
| 49 | KLAC | Kla CORP | 株式-IT | 0.73% | +0.19% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | +13.00% | 増加 |
| 2 | QCOM | Qualcomm INC | +0.4% | -4.36% | 減少 |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | +0.4% | +7.00% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.4% | +0.18% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.3% | -0.63% | 減少 |
| 6 | SCHX | Schwab US Large-cap ETF | +0.3% | -0.99% | 減少 |
| 7 | COST | Costco Wholesale CORP | +0.3% | +4.61% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.83% | 減少 |
| 9 | XNCMX | Nuveen Ca Amt-fr Muni INC | +0.2% | +1.57% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.2% | +24.44% | 増加 |
| 11 | SCHA | Schwab US Small-cap ETF | +0.2% | +6.10% | 増加 |
| 12 | CSGP | Costar Group INC | +0.2% | +3.58% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +6.94% | 増加 |
| 14 | LMT | Lockheed Martin CORP | +0.2% | -1.77% | 減少 |
| 15 | BSCL | Invesco Bulletshares 2021 Co | +0.2% | +12.59% | 増加 |
| 16 | BSCK | Invesco Bulletshares 2020 Co | -0.1% | -10.82% | 減少 |
| 17 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.32% | 減少 |
| 18 | UPS | United Parcel Service-cl B | -0.1% | -13.98% | 減少 |
| 19 | UTXZ | United Tech CORP | -0.1% | -17.67% | 減少 |
| 20 | PVH | Pvh CORP | -0.1% | +1.54% | 増加 |
| 21 | PSX | Phillips 66 | -0.1% | -22.37% | 減少 |
| 22 | CVS | Cvs Health CORP | -0.1% | -33.46% | 減少 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -35.65% | 減少 |
| 24 | AKS1EUR | Ak Steel Holding CORP | -0.1% | -79.73% | 減少 |
| 25 | VNRXGBP | Volitionrx LTD | -0.2% | -80.88% | 減少 |
| 26 | RESNUSD | Resonant INC | -0.2% | -79.99% | 減少 |
| 27 | ✓ | -0.2% | -80.72% | 減少 | |
| 28 | GRPNCHF | Groupon INC | -0.2% | -79.76% | 減少 |
| 29 | AQMSEUR | Aqua Metals INC | -0.4% | -80.29% | 減少 |
| 30 | ✓ | Mega Matrix CORP | -0.4% | -79.93% | 減少 |
| 31 | INTC | Intel CORP | -0.6% | -72.56% | 減少 |
| 32 | SCHC | Schwab Intl Small-cap Equity | -2.7% | -85.30% | 減少 |
| 33 | BSCMUSD | Invesco Bulletshares 2022 Co | — | NEW | 新規購入 |
| 34 | ✓ | — | EXIT | 全売却 | |
| 35 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 36 | UHAL | U-haul Holding Co | — | EXIT | 全売却 |
| 37 | WYNN | Wynn Resorts LTD | — | EXIT | 全売却 |
| 38 | AERIEUR | Aerie Pharmaceuticals INC | — | EXIT | 全売却 |
| 39 | SGMOQ | Sangamo Therapeutics INC | — | EXIT | 全売却 |
| 40 | HON | Honeywell International INC | — | EXIT | 全売却 |
| 41 | OPBUSD | Opus Bank | — | EXIT | 全売却 |
| 42 | ✓ | Amarin Corp PLC | — | EXIT | 全売却 |
| 43 | WMT | Walmart INC | — | NEW | 新規購入 |
| 44 | BOND | Pimco Active Bond Exchange-t | — | NEW | 新規購入 |
| 45 | IBM | Intl Business Machines CORP | — | EXIT | 全売却 |
| 46 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 47 | ✓ | Energous CORP | — | EXIT | 全売却 |
| 48 | CPSS | Consumer Portfolio Services | — | EXIT | 全売却 |
| 49 | FRD | Friedman Industries | — | EXIT | 全売却 |
| 50 | AKRXEUR | Akorn INC | — | EXIT | 全売却 |