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 | 6.92% | +0.18% | -1.27% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.19% | -2.40% | +1.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.21% | — | +0.50% | |
| 4 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 3.79% | — | — | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.21% | — | -1.04% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.17% | -0.35% | -0.89% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.00% | -1.01% | +2.16% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.01% | -0.65% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 1.68% | -1.27% | EXIT | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | -0.18% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.61% | — | +0.16% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | +0.57% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.52% | +0.23% | +0.59% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.40% | — | -0.19% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.34% | +0.15% | -6.70% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.33% | -0.55% | +0.57% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | — | -1.99% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 1.29% | -0.38% | -6.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | +0.23% | -1.40% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 1.25% | -0.18% | -2.83% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.24% | — | +0.64% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.21% | -0.42% | +0.64% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | -0.86% | |
| 24 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 1.17% | — | -2.23% | |
| 25 | AZO | Autozone INC | 株式-一般消費財 | 1.08% | — | -1.72% | |
| 26 | AN | Autonation INC | 株式-一般消費財 | 1.08% | — | -5.12% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.07% | — | +0.14% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.07% | +0.29% | +0.47% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | +0.18% | -0.74% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | -0.60% | |
| 31 | AMP | Ameriprise Financial INC | 株式-金融 | 1.02% | — | -0.54% | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 1.01% | — | +1.33% | |
| 33 | CMF | Ishares California Muni Bond | ETF-その他 | 0.97% | — | -4.62% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | — | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | +0.85% | |
| 36 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.92% | — | +0.89% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | +1.52% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | -0.08% | EXIT | |
| 39 | KLAC | Kla CORP | 株式-IT | 0.83% | +0.91% | +2.43% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.77% | +0.16% | +1.71% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.77% | — | +0.40% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +76.28% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +1.50% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.74% | — | +0.12% | |
| 45 | PAYX | Paychex INC | 株式-IT | 0.73% | — | +2.38% | |
| 46 | STX | Seagate Technology Holdings plc | 株式-IT | 0.72% | +2.05% | +1.35% | |
| 47 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.71% | — | — | |
| 48 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.70% | — | +0.39% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | -0.19% | -0.60% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | +2.22% |