CIK: 0000872359
申告総資産額
$3.1億
| # | 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 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 12.13% | -1.18% | +1.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.14% | -0.31% | -3.92% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.87% | — | -2.31% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.30% | +0.03% | -1.35% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.97% | -0.32% | +59.04% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.80% | +0.28% | -1.60% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.71% | — | +50.32% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.58% | — | +19.77% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 3.37% | — | -2.82% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.35% | — | -1.73% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.27% | — | -4.18% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.18% | +0.13% | +0.12% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.14% | — | +104.78% | |
| 14 | CFG | Citizens Financial Group | 株式-金融 | 3.04% | — | -16.10% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.88% | — | +0.86% | |
| 16 | NVR | Nvr INC | 株式-一般消費財 | 2.13% | — | +1.14% | |
| 17 | INTF | Ishares International Equity | ETF-その他 | 2.09% | — | +2.60% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | +0.27% | -1.15% | |
| 19 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.70% | — | -34.87% | |
| 20 | GDDY | Godaddy INC - Class A | 株式-IT | 1.53% | — | — | |
| 21 | COR | Cencora INC | 株式-ヘルスケア | 1.51% | -0.45% | -2.33% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.33% | — | +1.95% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.07% | — | -2.51% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.05% | — | -38.00% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.04% | — | -1.01% | |
| 26 | NMIH | Nmi Holdings INC | 株式-金融 | 0.98% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | -5.81% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | -0.10% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | +0.01% | -1.38% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +5.27% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.05% | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | — | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | -0.13% | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | -0.36% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.46% | — | +1.28% | |
| 36 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.43% | — | -0.44% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | -0.22% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | +2.19% | |
| 39 | ORI | Old Republic Intl CORP | 株式-金融 | 0.24% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | +0.16% | NEW | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +4.09% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.18% | — | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | +2.10% | |
| 44 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.17% | +0.09% | NEW | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | +0.07% | — | |
| 46 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.16% | — | +6.10% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.16% | — | +299.61% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | — | -84.67% | |
| 49 | ADSK | Autodesk INC | 株式-IT | 0.14% | — | — | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | — |