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 | 3.81% | — | -1.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.80% | — | -4.37% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.11% | — | +0.91% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.55% | — | -8.50% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.34% | — | -0.17% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.17% | — | +0.67% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.14% | — | +0.62% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.12% | — | +0.39% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | — | +0.04% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.77% | — | +0.59% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.69% | — | +0.57% | |
| 12 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.69% | — | +0.93% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | — | +1.10% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.55% | — | -0.06% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.54% | — | +0.96% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.49% | — | -0.75% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.42% | — | +4.83% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.42% | — | +0.27% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | — | +0.32% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | — | +1.96% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.19% | — | +0.06% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.18% | — | — | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.14% | — | -0.64% | |
| 24 | C | Citigroup INC | 株式-金融 | 1.14% | — | +3.21% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.09% | — | +3.18% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | — | -6.95% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | — | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.99% | — | -0.06% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.97% | — | +0.10% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.95% | — | +2.70% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.94% | — | -61.50% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.94% | — | +514.90% | |
| 33 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.93% | — | +2.50% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | — | -0.14% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.90% | — | — | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.89% | — | +2.00% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +7.73% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | -0.69% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.81% | — | +7.40% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.80% | — | +4.69% | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 0.77% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.76% | — | +3.71% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | — | |
| 45 | TER | Teradyne INC | 株式-IT | 0.74% | — | +4.27% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.72% | — | -0.59% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.72% | — | +1.09% | |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.71% | — | +25.69% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | — | -2.04% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | +1.38% |