CIK: 0001714506
申告総資産額
$6.7億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.24% | — | -43.86% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 5.68% | — | +1.34% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.93% | — | — | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.85% | — | -27.00% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.35% | — | +0.41% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.20% | +2.84% | -41.22% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.17% | — | -45.43% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.14% | — | -46.36% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.10% | — | -45.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.97% | -0.02% | -5.21% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.95% | — | -34.06% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.86% | — | -4.91% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.84% | — | -4.24% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.59% | — | -11.35% | |
| 15 | ADBE | Adobe INC | 株式-IT | 1.49% | — | -1.87% | |
| 16 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.45% | — | -40.60% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | -0.06% | -4.51% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.26% | -0.04% | +876.27% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.25% | — | -7.63% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.17% | — | -5.11% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | — | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | — | -4.13% | |
| 23 | USB | US Bancorp | 株式-金融 | 0.89% | — | -4.49% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.89% | -0.05% | EXIT | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | +26.93% | |
| 26 | NOW | Servicenow INC | 株式-IT | 0.85% | — | -8.13% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.83% | — | -24.56% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | -0.03% | EXIT | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | -2.06% | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | -20.61% | |
| 31 | IXG | Ishares Global Financials Et | ETF-その他 | 0.78% | — | -3.80% | |
| 32 | PRU | Prudential Financial INC | 株式-金融 | 0.75% | — | +4.96% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +0.04% | NEW | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | +5.76% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.72% | — | -64.02% | |
| 37 | CCI | Crown Castle INC | 株式-不動産 | 0.72% | — | +4.60% | |
| 38 | GSHD | Goosehead Insurance INC -a | 株式-その他 | 0.72% | — | -7.04% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | +0.03% | -2.04% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +7.92% | |
| 41 | ENB | Enbridge INC | 株式-エネルギー | 0.71% | — | +1.57% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +4.83% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +1.91% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.68% | — | +5.85% | |
| 45 | HPQ | Hp INC | 株式-IT | 0.68% | — | +7.98% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.68% | — | +5.18% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +0.64% | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.67% | — | -2.75% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.67% | — | -1.10% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | -3.43% |