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 | 4.62% | — | -0.59% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.58% | — | +1.08% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.50% | — | +1.12% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.08% | — | +0.13% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.69% | — | +5.74% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.30% | — | +0.48% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.99% | — | +1.16% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | — | -0.36% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | — | +1.53% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | +9.94% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.80% | — | +1.36% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.75% | — | — | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.55% | — | +2.08% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.49% | — | +0.52% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.41% | — | -1.34% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -2.07% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.38% | — | — | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.34% | — | -0.07% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.29% | — | +100.15% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | — | +0.63% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.22% | — | +3.74% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | +0.70% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.19% | — | +2.96% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.07% | — | +98.38% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | — | +2.45% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.01% | — | +96.26% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | +8.85% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | -6.01% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +3.91% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.94% | — | -0.17% | |
| 31 | ✓ | Cliffs Natural Resources Inc. | 株式-その他 | 0.93% | — | +3.12% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.93% | — | +0.63% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.93% | — | — | |
| 34 | C | Citigroup INC | 株式-金融 | 0.90% | — | +5.54% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.87% | — | +10.31% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.86% | — | -1.19% | |
| 37 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.80% | — | +3.40% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | +15.34% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.78% | — | +1.92% | |
| 40 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.78% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.78% | — | +4.03% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.74% | — | -1.69% | |
| 43 | DEO | Diageo plc | 株式-生活必需品 | 0.73% | — | — | |
| 44 | TER | Teradyne INC | 株式-IT | 0.72% | — | +5.61% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.70% | — | +0.46% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +0.28% | |
| 47 | F | Ford Motor Co | 株式-一般消費財 | 0.70% | — | +2.17% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | — | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | — | -5.10% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | — |