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 | AAPL | Apple INC | 株式-IT | 7.61% | -0.30% | -18.94% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.10% | -0.51% | -2.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.33% | -0.76% | -3.72% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.16% | -0.09% | +853.18% | |
| 5 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 3.07% | +0.77% | — | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | +0.39% | -2.83% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.96% | -0.10% | -3.48% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 1.81% | +0.24% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.13% | -1.48% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.23% | -0.66% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | -5.91% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.55% | -0.23% | -1.24% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.54% | — | -5.59% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.54% | — | -3.90% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.51% | -0.22% | -4.23% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.43% | -0.35% | -2.34% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | -2.05% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.34% | -0.02% | -0.25% | |
| 19 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 1.29% | — | +12.68% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.28% | — | -0.27% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.21% | — | -1.25% | |
| 22 | AN | Autonation INC | 株式-一般消費財 | 1.19% | — | -1.17% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | -0.12% | -7.78% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.13% | -7.75% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.07% | +0.18% | -3.46% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 1.04% | — | -1.95% | |
| 27 | ITW | Illinois Tool Works | 株式-資本財 | 1.03% | — | -0.48% | |
| 28 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.02% | — | -2.10% | |
| 29 | CMF | Ishares California Muni Bond | ETF-その他 | 1.01% | -0.62% | EXIT | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | -1.29% | |
| 31 | ALL | Allstate CORP | 株式-金融 | 1.00% | — | -0.94% | |
| 32 | AMP | Ameriprise Financial INC | 株式-金融 | 0.99% | — | -4.59% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.98% | — | +0.22% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.94% | — | -15.34% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | -0.42% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.14% | -8.54% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | -0.08% | -0.57% | |
| 38 | KLAC | Kla CORP | 株式-IT | 0.83% | +0.19% | +1.68% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.79% | — | -0.90% | |
| 40 | HPQ | Hp INC | 株式-IT | 0.77% | — | -1.52% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | +0.34% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.74% | — | +0.31% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | -0.07% | -10.35% | |
| 44 | KRNT | Kornit Digital Ltd. | 株式-その他 | 0.72% | — | +0.45% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.68% | — | +3.20% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | -1.75% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | +3.51% | |
| 48 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.67% | — | +1.03% | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.67% | — | +0.61% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.67% | — | +0.27% |