CIK: 0001631507
申告総資産額
$3.2億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.88% | -2.40% | +2.12% | |
| 2 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 4.05% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 4.02% | +0.18% | -4.27% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.92% | -0.42% | -36.71% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.97% | — | +2.67% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.59% | — | +0.14% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.21% | -0.01% | -1.88% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.11% | -1.01% | +1.09% | |
| 9 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.07% | — | +1.33% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -0.68% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.75% | -0.55% | +1.02% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.74% | -0.35% | +2.09% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.65% | — | -15.84% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.64% | +0.23% | -1.57% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | -1.53% | |
| 16 | ALL | Allstate CORP | 株式-金融 | 1.45% | — | -5.41% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.33% | — | -1.17% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | -0.55% | |
| 19 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.29% | — | +7.89% | |
| 20 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.22% | — | +3.07% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | +0.23% | — | |
| 22 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.06% | — | +4.03% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | -0.42% | |
| 24 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.99% | — | -14.15% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.95% | — | -0.82% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 0.94% | -0.18% | +1.93% | |
| 27 | KLAC | Kla CORP | 株式-IT | 0.86% | +0.91% | -8.26% | |
| 28 | CSGP | Costar Group INC | 株式-不動産 | 0.84% | — | -1.35% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | -2.28% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 0.83% | — | -1.73% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.82% | -0.08% | EXIT | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 0.82% | — | -3.03% | |
| 33 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.80% | — | — | |
| 34 | EA | Electronic Arts INC | 株式-通信サービス | 0.79% | — | -0.08% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | -1.52% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.78% | — | +0.71% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.77% | — | -3.02% | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.77% | — | -0.02% | |
| 39 | VFC | Vf CORP | 株式-一般消費財 | 0.76% | — | +2.11% | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.76% | — | — | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.15% | -3.52% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | -1.99% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.73% | — | -1.09% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +0.81% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.72% | — | — | |
| 46 | RSG | Republic Services INC | 株式-資本財 | 0.72% | — | -0.68% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -4.56% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.18% | +0.63% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | +0.29% | +2.25% | |
| 50 | SYY | Sysco CORP | 株式-生活必需品 | 0.65% | — | -2.13% |