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 | 13.04% | +0.18% | -0.23% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.71% | -2.40% | -0.40% | |
| 3 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 4.90% | +1.16% | -0.39% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.87% | — | -1.00% | |
| 5 | SBRA | Sabra Health Care Reit INC | 株式-不動産 | 3.66% | — | +9.80% | |
| 6 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 3.10% | +1.00% | -0.23% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.18% | -0.16% | +4.90% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.17% | +0.15% | -2.33% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.03% | -1.01% | -0.31% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.01% | -0.04% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.90% | +0.18% | -0.97% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.78% | -0.35% | -0.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | +0.23% | +0.06% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.47% | +0.05% | -13.50% | |
| 15 | STX | Seagate Technology Holdings plc | 株式-IT | 1.41% | +2.05% | -1.92% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.33% | -0.55% | -2.75% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.15% | -0.38% | +885.06% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | -0.59% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | +0.25% | +0.58% | |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.07% | — | +2.99% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | -0.28% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.03% | -1.27% | EXIT | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.01% | +0.23% | +0.21% | |
| 24 | KLAC | Kla CORP | 株式-IT | 0.96% | +0.91% | -1.44% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.90% | -0.42% | +0.68% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.89% | — | -32.71% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -0.13% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | +0.29% | +0.10% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | +0.19% | |
| 30 | GLW | Corning INC | 株式-IT | 0.80% | +0.72% | -2.78% | |
| 31 | AMP | Ameriprise Financial INC | 株式-金融 | 0.78% | — | — | |
| 32 | NEM | Newmont CORP | 株式-素材 | 0.75% | -0.16% | -1.53% | |
| 33 | FSLR | First Solar INC | 株式-IT | 0.75% | +0.04% | -1.37% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | +0.05% | — | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | +0.57% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | -0.65% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | -2.99% | |
| 38 | CMF | Ishares California Muni Bond | ETF-その他 | 0.62% | — | — | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +7.10% | |
| 41 | COF | Capital One Financial CORP | 株式-金融 | 0.60% | — | -1.18% | |
| 42 | RGLD | Royal Gold INC | 株式-素材 | 0.59% | -0.19% | -0.29% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.57% | — | +0.17% | |
| 44 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.57% | +0.11% | -0.50% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | +1.99% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +0.18% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +4.44% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.54% | — | +1.12% | |
| 49 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.54% | — | — | |
| 50 | BLK | Blackrock INC | 株式-金融 | 0.52% | — | +0.27% |