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 | AAPL | Apple INC | 株式-IT | 3.86% | — | -6.61% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.54% | — | -1.94% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.50% | — | +1.32% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.32% | — | -1.34% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.22% | — | -5.21% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.09% | — | -7.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | — | +0.04% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.01% | — | -8.86% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.00% | — | -0.78% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.90% | — | -1.01% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.89% | — | -8.21% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.82% | — | +4.72% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | — | -8.62% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.70% | — | -5.03% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | — | -1.90% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | -3.01% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.41% | — | -7.18% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.39% | — | -5.22% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.33% | — | -2.88% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.32% | — | — | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.28% | — | -9.03% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | +1.79% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -0.54% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.21% | — | -2.83% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.18% | — | — | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.14% | — | -1.86% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.13% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 1.12% | — | -26.71% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 1.05% | — | -2.61% | |
| 30 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.03% | — | -1.53% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | -6.21% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.97% | — | +1.88% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.95% | — | -12.92% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +5.66% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.92% | — | -7.94% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.91% | — | -1.02% | |
| 37 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.89% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.88% | — | -1.86% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | — | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.84% | — | -12.11% | |
| 41 | TER | Teradyne INC | 株式-IT | 0.83% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | -0.24% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.82% | — | -2.10% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.81% | — | +18.44% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -2.69% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.77% | — | +7.77% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | -0.92% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -7.45% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | — | -0.68% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | -10.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +0.7% | -8.86% | 減少 |
| 2 | AAPL | Apple INC | +0.6% | -6.61% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.4% | -1.34% | 減少 |
| 4 | TER | Teradyne INC | +0.2% | — | 変化なし |
| 5 | HD | Home Depot INC | +0.2% | -0.54% | 減少 |
| 6 | CSCO | Cisco Systems INC | +0.2% | +4.72% | 増加 |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.2% | — | 変化なし |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.04% | 増加 |
| 9 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +18.44% | 増加 |
| 10 | QCOM | Qualcomm INC | +0.1% | -0.92% | 減少 |
| 11 | EBAY | Ebay INC | +0.1% | -4.94% | 減少 |
| 12 | KHC | Kraft Heinz Co/the | +0.1% | — | 変化なし |
| 13 | LOW | Lowe's Cos INC | +0.1% | -9.18% | 減少 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.66% | 増加 |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +1.32% | 増加 |
| 16 | IWS | Ishares Russell Mid-cap Valu | +0.1% | — | 変化なし |
| 17 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +12.50% | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -5.21% | 減少 |
| 19 | SCHA | Schwab US Small-cap ETF | +0.1% | -7.18% | 減少 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.79% | 増加 |
| 21 | BA | Boeing Co/the | +0.1% | -2.61% | 減少 |
| 22 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.02% | 増加 |
| 23 | BLKCHF | Blackrock INC | +0.1% | — | 変化なし |
| 24 | C | Citigroup INC | +0.1% | -1.02% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.68% | 減少 |
| 26 | NKE | Nike INC -cl B | +0.1% | -1.86% | 減少 |
| 27 | BIDU | Baidu INC - Spon Adr | +0.1% | -1.53% | 減少 |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | -0.79% | 減少 |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | -5.22% | 減少 |
| 30 | FDX | Fedex CORP | 0% | +3.61% | 増加 |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | -1.45% | 減少 |
| 32 | AMGN | Amgen INC | 0% | -1.90% | 減少 |
| 33 | OEF | Ishares S&p 100 ETF | 0% | -2.90% | 減少 |
| 34 | DOC | Healthpeak Properties INC | 0% | -0.10% | 減少 |
| 35 | SCHB | Schwab US Broad Market ETF | 0% | -6.21% | 減少 |
| 36 | EMR | Emerson Electric Co | 0% | -12.11% | 減少 |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +7.77% | 増加 |
| 38 | ORCL | Oracle CORP | 0% | -1.86% | 減少 |
| 39 | INTC | Intel CORP | 0% | -0.78% | 減少 |
| 40 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -2.88% | 減少 |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -8.21% | 減少 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.1% | -7.98% | 減少 |
| 43 | BAC | Bank Of America CORP | -0.1% | -53.39% | 減少 |
| 44 | IDV | Ishares International Select | -0.1% | -52.92% | 減少 |
| 45 | GILD | Gilead Sciences INC | -0.2% | -12.92% | 減少 |
| 46 | VTV | Vanguard Value ETF | -0.4% | -26.71% | 減少 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.5% | -89.27% | 減少 |
| 48 | OKE | Oneok INC | — | NEW | 新規購入 |
| 49 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 50 | DELL | Dell Technologies -c | — | NEW | 新規購入 |