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 | 5.78% | +0.18% | +0.24% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.85% | -2.40% | +3.73% | |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 4.07% | — | +18.66% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.48% | — | -0.95% | |
| 5 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 2.64% | — | +2.39% | |
| 6 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.11% | — | +7.53% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.95% | -1.01% | +0.69% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | -0.01% | +6.38% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.86% | +0.08% | NEW | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.81% | -1.27% | EXIT | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.78% | -0.35% | -0.82% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.67% | +0.23% | -1.09% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.64% | — | -0.06% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | +1.15% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.51% | -0.55% | +0.19% | |
| 16 | LDI | Loandepot INC -class A | 株式-その他 | 1.47% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.40% | — | +1.88% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.36% | -0.42% | -1.28% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | +0.23% | -0.12% | |
| 20 | ALL | Allstate CORP | 株式-金融 | 1.11% | — | +1.10% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | +1.15% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.08% | — | +0.94% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | +2.17% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | — | +2.59% | |
| 25 | KLAC | Kla CORP | 株式-IT | 0.96% | +0.91% | -0.74% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | -0.24% | — | |
| 27 | AN | Autonation INC | 株式-一般消費財 | 0.90% | — | -3.63% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | +0.18% | +0.80% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | +0.29% | +1.39% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.19% | +0.28% | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.83% | — | -0.29% | |
| 32 | AMP | Ameriprise Financial INC | 株式-金融 | 0.82% | — | -0.36% | |
| 33 | CSGP | Costar Group INC | 株式-不動産 | 0.81% | — | +4.09% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.79% | +0.15% | +1.47% | |
| 35 | STX | Seagate Technology Holdings plc | 株式-IT | 0.77% | +2.05% | -0.53% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | +4.00% | |
| 37 | AZO | Autozone INC | 株式-一般消費財 | 0.74% | — | +0.75% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.73% | -0.18% | +5.27% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.73% | — | +0.52% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | +0.78% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | +2.83% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +1.83% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +3.45% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +0.90% | |
| 45 | RSG | Republic Services INC | 株式-資本財 | 0.71% | — | +2.25% | |
| 46 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.70% | — | +1.86% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | +5.19% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.69% | — | +3.79% | |
| 49 | EA | Electronic Arts INC | 株式-通信サービス | 0.68% | — | +2.57% | |
| 50 | COF | Capital One Financial CORP | 株式-金融 | 0.67% | — | -2.10% |