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 | 6.82% | +0.18% | -0.91% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.68% | -2.40% | +2.52% | |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.45% | — | +9.36% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.38% | — | +2.53% | |
| 5 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 2.69% | — | — | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 2.46% | +0.23% | -0.57% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 2.19% | -1.27% | EXIT | |
| 8 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.12% | — | +11.48% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.89% | -1.01% | +11.71% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.86% | -0.35% | +2.21% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | -0.01% | +1.67% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | — | +0.84% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | — | -0.60% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.61% | — | -1.57% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.49% | -0.55% | +8.91% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.40% | -0.42% | +5.76% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | — | -1.42% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.30% | +0.08% | NEW | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | +1.27% | |
| 20 | ALL | Allstate CORP | 株式-金融 | 1.13% | — | -0.03% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.10% | -0.24% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | +0.23% | -3.14% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | — | -0.83% | |
| 24 | CSGP | Costar Group INC | 株式-不動産 | 1.01% | — | -3.94% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.01% | — | +296.75% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.01% | — | -2.60% | |
| 27 | KLAC | Kla CORP | 株式-IT | 0.93% | +0.91% | -4.59% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | +0.29% | +1.42% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.84% | +0.15% | -3.10% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.81% | — | -0.79% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | +0.25% | — | |
| 32 | EA | Electronic Arts INC | 株式-通信サービス | 0.78% | — | -1.02% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.77% | — | +5.12% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -0.70% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | -4.96% | |
| 36 | ITW | Illinois Tool Works | 株式-資本財 | 0.76% | — | +0.24% | |
| 37 | STX | Seagate Technology Holdings plc | 株式-IT | 0.75% | — | +7.01% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.74% | — | -3.24% | |
| 39 | AMP | Ameriprise Financial INC | 株式-金融 | 0.74% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | +3.86% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | -3.38% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | -0.74% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | -0.19% | -1.27% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.18% | — | |
| 45 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.71% | — | -0.52% | |
| 46 | HPQ | Hp INC | 株式-IT | 0.71% | — | +0.98% | |
| 47 | CLGX | Corelogic INC | 株式-その他 | 0.68% | — | — | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.67% | — | -1.65% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.67% | — | -4.65% | |
| 50 | AN | Autonation INC | 株式-一般消費財 | 0.67% | — | -3.04% |