CIK: 0001766571
申告総資産額
$1.6億
| # | 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 | 4.40% | -1.25% | +2.00% | |
| 2 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 4.23% | — | +2.57% | |
| 3 | XCHYX | Calamos Convert & High INC | 株式-その他 | 3.99% | — | +2.80% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.90% | +3.53% | -1.19% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.66% | — | -0.68% | |
| 6 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 3.38% | +0.06% | -0.01% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | -0.84% | +1.51% | |
| 8 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 3.02% | — | +2.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | -0.53% | +1.81% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.62% | +2.62% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.28% | — | -1.10% | |
| 12 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.25% | — | -21.84% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.25% | — | +0.17% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 2.03% | — | -0.60% | |
| 15 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 1.94% | — | +1.16% | |
| 16 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.94% | — | +2.22% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.80% | +0.01% | +10.63% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.79% | — | +0.52% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.73% | — | +2.79% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | -4.29% | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | +0.24% | +0.75% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.59% | — | — | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.56% | — | -6.52% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.52% | — | +1.44% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.49% | — | -1.37% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | +0.28% | +3.01% | |
| 27 | MMM | 3m Co | 株式-資本財 | 1.42% | — | -0.49% | |
| 28 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.36% | — | +2.19% | |
| 29 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.28% | — | +2.45% | |
| 30 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.25% | — | +1.62% | |
| 31 | T | At&t INC | 株式-通信サービス | 1.20% | — | +3.04% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.19% | +0.06% | -0.29% | |
| 33 | PID | Invesco International Divide | ETF-その他 | 1.18% | — | -14.88% | |
| 34 | INTC | Intel CORP | 株式-IT | 1.14% | — | +4.63% | |
| 35 | CLX | Clorox Company | 株式-生活必需品 | 1.12% | — | -3.50% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.08% | +1.75% | -5.29% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.07% | — | -0.37% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.06% | — | +0.28% | |
| 39 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 0.92% | — | -40.31% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.07% | +5.42% | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.91% | — | -0.34% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | +0.15% | +15.20% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | +0.01% | +0.47% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | -0.35% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -0.47% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | -0.13% | EXIT | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.81% | — | +0.63% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.80% | — | -0.06% | |
| 49 | ✓ | 株式-その他 | 0.78% | — | +2.87% | ||
| 50 | IGR | Cbre Global Real Estate INC | 株式-その他 | 0.75% | — | -15.06% |