CIK: 0001698146
申告総資産額
$2.8億
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.89% | — | +1.54% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.42% | — | +10.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.22% | — | -5.81% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.91% | — | -6.17% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.20% | — | +41.62% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | — | -1.31% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.06% | — | +24.25% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.04% | — | -0.85% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.01% | — | +7.39% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.95% | — | +31.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | — | -0.77% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | — | -2.98% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.63% | — | -1.19% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | -9.23% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.56% | — | -4.17% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.53% | — | +6.82% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.44% | — | +3.47% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.38% | — | -1.70% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.35% | — | +1.36% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.35% | — | -2.25% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.34% | — | +36.51% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.25% | — | -5.24% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.24% | — | — | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.18% | — | +9.43% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | — | -2.72% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | — | -41.00% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.09% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 1.07% | — | +3.70% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | -5.20% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.01% | — | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.01% | — | +4.02% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.98% | — | +4.49% | |
| 33 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.98% | — | +14.71% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.98% | — | -4.69% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | -2.95% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.94% | — | +3.70% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | — | -0.45% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | +7.78% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | +0.63% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.87% | — | -2.60% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.85% | — | +4.63% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | -33.07% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.82% | — | +5.39% | |
| 44 | DEO | Diageo plc | 株式-生活必需品 | 0.79% | — | +6.96% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.77% | — | -3.88% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | +5.48% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.75% | — | -9.27% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.74% | — | -8.36% | |
| 49 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.70% | — | -3.50% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | — |