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 | 4.05% | — | -3.29% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.13% | — | +1.05% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.89% | — | +0.12% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.86% | — | -4.81% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.26% | — | +13.73% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.21% | — | -0.98% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.09% | — | +0.15% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | — | +0.74% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.99% | — | +0.67% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.97% | — | -3.33% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.94% | — | -1.74% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | +1.67% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.59% | — | +0.04% | |
| 14 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.58% | — | +0.59% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | -0.54% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.42% | — | +0.80% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.39% | — | -3.56% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.38% | — | — | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.35% | — | +19.71% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.35% | — | -0.83% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.34% | — | — | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.30% | — | +0.86% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.29% | — | -5.13% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.28% | — | +4.16% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.24% | — | +5.56% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.16% | — | -0.20% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.16% | — | — | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.12% | — | +0.41% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 1.06% | — | -0.62% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.05% | — | +5.88% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.05% | — | +0.15% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | -0.81% | |
| 33 | C | Citigroup INC | 株式-金融 | 1.01% | — | +1.59% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 1.00% | — | -1.05% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 0.96% | — | — | |
| 36 | TER | Teradyne INC | 株式-IT | 0.91% | — | -4.08% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | — | +0.03% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.89% | — | -0.39% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.85% | — | +0.91% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +0.67% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.81% | — | — | |
| 42 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.80% | — | -0.37% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.79% | — | +0.02% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | — | +1.46% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.75% | — | +19.35% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.75% | — | +3.30% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | — | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.72% | — | — | |
| 50 | DEO | Diageo plc | 株式-生活必需品 | 0.71% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIDU | Baidu INC - Spon Adr | +0.5% | +0.59% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +0.74% | 増加 |
| 3 | SCHW | Schwab (charles) CORP | +0.3% | +0.41% | 増加 |
| 4 | ✓ | Cliffs Natural Resources Inc. | +0.3% | -0.49% | 減少 |
| 5 | VTV | Vanguard Value ETF | +0.2% | +19.71% | 増加 |
| 6 | C | Citigroup INC | +0.2% | +1.59% | 増加 |
| 7 | SCHA | Schwab US Small-cap ETF | +0.2% | +0.04% | 増加 |
| 8 | TER | Teradyne INC | +0.2% | -4.08% | 減少 |
| 9 | OKE | Oneok INC | +0.1% | +29.84% | 増加 |
| 10 | VBR | Vanguard Small-cap Value ETF | +0.1% | +214.57% | 増加 |
| 11 | QCOM | Qualcomm INC | +0.1% | -0.62% | 減少 |
| 12 | BA | Boeing Co/the | +0.1% | -1.05% | 減少 |
| 13 | CAT | Caterpillar INC | +0.1% | — | 変化なし |
| 14 | CVS | Cvs Health CORP | +0.1% | +5.56% | 増加 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.98% | 減少 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.01% | 増加 |
| 17 | BLKCHF | Blackrock INC | +0.1% | — | 変化なし |
| 18 | FCX | Freeport-mcmoran INC | +0.1% | — | 変化なし |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.16% | 増加 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.88% | 増加 |
| 21 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +100.00% | 増加 |
| 22 | SCHV | Schwab US Large-cap Value | +0.1% | +18.63% | 増加 |
| 23 | IWS | Ishares Russell Mid-cap Valu | +0.1% | — | 変化なし |
| 24 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.02% | 増加 |
| 25 | F | Ford Motor Co | +0.1% | — | 変化なし |
| 26 | PYPL | Paypal Holdings INC | +0.1% | -1.74% | 減少 |
| 27 | EMR | Emerson Electric Co | +0.1% | -0.39% | 減少 |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | — | 変化なし |
| 29 | GS | Goldman Sachs Group INC | +0.1% | — | 変化なし |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.46% | 増加 |
| 31 | HON | Honeywell International INC | +0.1% | — | 変化なし |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.67% | 増加 |
| 33 | SCHF | Schwab Intl Equity ETF | 0% | +0.15% | 増加 |
| 34 | KHC | Kraft Heinz Co/the | 0% | -0.37% | 減少 |
| 35 | LBEUR | L Brands INC | 0% | -0.46% | 減少 |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +13.73% | 増加 |
| 37 | SCHB | Schwab US Broad Market ETF | 0% | +0.15% | 増加 |
| 38 | DEO | Diageo plc | 0% | — | 変化なし |
| 39 | NKE | Nike INC -cl B | 0% | -0.83% | 減少 |
| 40 | CSCO | Cisco Systems INC | -0.1% | -3.56% | 減少 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +1.67% | 増加 |
| 42 | AAPL | Apple INC | -0.1% | -3.29% | 減少 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.33% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.12% | 増加 |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | +1.05% | 増加 |
| 46 | AMGN | Amgen INC | -0.3% | +0.86% | 増加 |
| 47 | IWP | Ishares Russell Mid-cap Grow | -0.5% | +19.35% | 増加 |
| 48 | BABA | Alibaba Group Holding-sp Adr | -0.5% | — | 変化なし |
| 49 | FLOT | Ishares Floating Rate Bond E | -0.6% | -4.81% | 減少 |
| 50 | HN9 | Hanesbrands INC | — | NEW | 新規購入 |