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 | AAPL | Apple INC | 株式-IT | 5.93% | +0.18% | -1.76% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.68% | -2.40% | +0.02% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.77% | — | +2.25% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.59% | — | +6.19% | |
| 5 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 2.80% | — | +1.28% | |
| 6 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.16% | — | +5.50% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.94% | — | +0.11% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.91% | — | +2.06% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 1.87% | +0.23% | +0.36% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.84% | -1.27% | EXIT | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | -0.35% | -2.40% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.78% | — | -0.30% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.73% | -1.01% | -5.10% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | -0.01% | -1.10% | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.44% | — | +3.05% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | +2.01% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | +0.08% | NEW | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.30% | -0.42% | -18.04% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.29% | — | +2.70% | |
| 20 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.26% | — | +4.02% | |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.24% | — | +5.70% | |
| 22 | ALL | Allstate CORP | 株式-金融 | 1.23% | — | +0.49% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.22% | -0.55% | -8.82% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | +0.23% | -3.83% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.11% | — | +3.26% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +0.62% | |
| 27 | CSGP | Costar Group INC | 株式-不動産 | 1.03% | — | +0.28% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.00% | — | +44.06% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | -0.19% | +101.68% | |
| 30 | EA | Electronic Arts INC | 株式-通信サービス | 0.96% | — | -2.54% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.94% | -0.24% | — | |
| 32 | KLAC | Kla CORP | 株式-IT | 0.93% | +0.91% | -1.70% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.90% | — | -0.57% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | -0.50% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.25% | -0.52% | |
| 36 | ITW | Illinois Tool Works | 株式-資本財 | 0.83% | — | +5.08% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | +3.63% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.82% | — | -3.11% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.80% | +0.15% | +2.21% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.80% | -0.08% | EXIT | |
| 41 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.78% | — | -0.96% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | — | +2.35% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.77% | — | +24.57% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.76% | — | +0.69% | |
| 45 | CLGX | Corelogic INC | 株式-その他 | 0.73% | — | +3.68% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | +1.90% | |
| 47 | AMP | Ameriprise Financial INC | 株式-金融 | 0.73% | — | -8.07% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.18% | -0.78% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +3.25% | |
| 50 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.71% | — | — |
| # | 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 | +0.9% | -1.76% | 減少 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +101.68% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.4% | +2.25% | 増加 |
| 4 | CLGX | Corelogic INC | +0.4% | +3.68% | 増加 |
| 5 | SBRA | Sabra Health Care Reit INC | +0.3% | +1.28% | 増加 |
| 6 | LOW | Lowe's Cos INC | +0.3% | +3.26% | 増加 |
| 7 | HD | Home Depot INC | +0.2% | +2.06% | 増加 |
| 8 | QCOM | Qualcomm INC | +0.2% | +0.36% | 増加 |
| 9 | BOND | Pimco Active Bond Exchange-t | +0.2% | +44.06% | 増加 |
| 10 | TSLA | Tesla INC | +0.1% | -6.38% | 減少 |
| 11 | COP | Conocophillips | +0.1% | +8.35% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | -0.52% | 減少 |
| 13 | ASH | Ashland INC | +0.1% | +6.16% | 増加 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -0.57% | 減少 |
| 15 | AVGO | Broadcom INC | +0.1% | +2.21% | 増加 |
| 16 | KLAC | Kla CORP | +0.1% | -1.70% | 減少 |
| 17 | AMP | Ameriprise Financial INC | +0.1% | -8.07% | 減少 |
| 18 | AN | Autonation INC | +0.1% | +9.43% | 増加 |
| 19 | ADBE | Adobe INC | +0.1% | -3.11% | 減少 |
| 20 | EA | Electronic Arts INC | +0.1% | -2.54% | 減少 |
| 21 | ITW | Illinois Tool Works | +0.1% | +5.08% | 増加 |
| 22 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.02% | 増加 |
| 23 | T | At&t INC | +0.1% | +24.57% | 増加 |
| 24 | BLKCHF | Blackrock INC | 0% | +1.90% | 増加 |
| 25 | CSGP | Costar Group INC | 0% | +0.28% | 増加 |
| 26 | V | Visa Inc-class A Shares | — | -0.50% | 減少 |
| 27 | UPS | United Parcel Service-cl B | 0% | -0.26% | 減少 |
| 28 | NKE | Nike INC -cl B | 0% | — | 変化なし |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -3.83% | 減少 |
| 30 | DIS | Walt Disney Co/the | 0% | +0.62% | 増加 |
| 31 | SCHA | Schwab US Small-cap ETF | 0% | -8.82% | 減少 |
| 32 | PEP | Pepsico INC | -0.1% | +2.01% | 増加 |
| 33 | XNCMX | Nuveen Ca Amt-fr Muni INC | -0.2% | +5.50% | 増加 |
| 34 | SCHF | Schwab Intl Equity ETF | -0.2% | -5.10% | 減少 |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | -0.4% | +6.19% | 増加 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -73.61% | 減少 |
| 37 | GPC | Genuine Parts Co | — | NEW | 新規購入 |
| 38 | HPQ | Hp INC | — | NEW | 新規購入 |
| 39 | MAS | Masco CORP | — | EXIT | 全売却 |
| 40 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 41 | DRI | Darden Restaurants INC | — | EXIT | 全売却 |
| 42 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 43 | MELI | Mercadolibre INC | — | NEW | 新規購入 |
| 44 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 45 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 46 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | 全売却 |
| 47 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 48 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 49 | TROW | T Rowe Price Group INC | — | NEW | 新規購入 |
| 50 | WEN | Wendy's Co/the | — | NEW | 新規購入 |