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 | 3.95% | — | +8.89% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.46% | — | +11.47% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.40% | — | +5.35% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.12% | — | +5.30% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.85% | — | +3.80% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.36% | — | +4.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.28% | — | +3.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.01% | — | -0.36% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.94% | — | +0.66% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.82% | — | +1.53% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.72% | — | +1.25% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.69% | — | +0.33% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | +5.53% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.53% | — | +6.12% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.53% | — | +3.67% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.42% | — | +0.03% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.36% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | +2.36% | |
| 19 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.29% | — | +2.18% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.28% | — | +3.46% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.25% | — | +4.03% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.15% | — | +2.47% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.12% | — | +2.39% | |
| 24 | C | Citigroup INC | 株式-金融 | 1.11% | — | +11.78% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.11% | — | -1.92% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.09% | — | +0.80% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.09% | — | -0.96% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | — | +5.35% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | +2.70% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.05% | — | +0.75% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.03% | — | -0.61% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | -0.20% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | +3.08% | |
| 34 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.91% | — | +1.82% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.88% | — | +2.32% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | — | |
| 37 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.83% | — | +0.03% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | +9.57% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.77% | — | +0.02% | |
| 40 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.75% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +30.51% | |
| 42 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.73% | — | +3.15% | |
| 43 | DEO | Diageo plc | 株式-生活必需品 | 0.72% | — | — | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.72% | — | +3.66% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.71% | — | +4.09% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.70% | — | +8.51% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.69% | — | +9.46% | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.67% | — | — | |
| 49 | TER | Teradyne INC | 株式-IT | 0.66% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | — |