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 | 5.34% | -1.25% | +7.08% | |
| 2 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 4.19% | — | -5.54% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.97% | +3.53% | +1.96% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.84% | — | +3.48% | |
| 5 | XCHYX | Calamos Convert & High INC | 株式-その他 | 3.55% | — | -4.54% | |
| 6 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 3.47% | +0.06% | +3.90% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.62% | +6.98% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.84% | +1.33% | |
| 9 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.75% | — | -11.26% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.53% | +2.72% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.29% | — | +0.12% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.29% | +0.01% | +22.66% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.24% | — | +0.76% | |
| 14 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.04% | — | -5.54% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.96% | — | +13.74% | |
| 16 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.95% | — | +5.02% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.95% | +0.24% | +4.30% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.85% | -0.13% | EXIT | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | — | +1.51% | |
| 20 | XLF | Ss Financial Select Sector | ETF-その他 | 1.64% | — | +5.85% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.63% | — | +10.65% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.59% | +0.06% | +6.56% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.56% | — | +43.42% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.54% | — | -3.51% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.28% | +10.84% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.45% | — | +9.54% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -4.29% | -7.08% | |
| 28 | T | At&t INC | 株式-通信サービス | 1.34% | — | -0.78% | |
| 29 | PID | Invesco International Divide | ETF-その他 | 1.23% | — | +6.75% | |
| 30 | MMM | 3m Co | 株式-資本財 | 1.18% | — | +8.36% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.15% | — | +16.64% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | +0.01% | +39.19% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.10% | — | +4.87% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.08% | +1.75% | -0.71% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +4.73% | |
| 36 | CLX | Clorox Company | 株式-生活必需品 | 1.01% | — | -0.18% | |
| 37 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.98% | — | -14.92% | |
| 38 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.97% | — | -21.75% | |
| 39 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.95% | — | +6.86% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.07% | +16.73% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | +0.15% | +0.63% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.87% | — | -0.37% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | +4.05% | |
| 44 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.79% | — | -26.62% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | +5.49% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +2.35% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +21.50% | |
| 48 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 0.70% | — | -62.37% | |
| 49 | IGR | Cbre Global Real Estate INC | 株式-その他 | 0.70% | — | -0.07% | |
| 50 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 0.68% | — | -11.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +7.08% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.6% | +56.12% | 増加 |
| 3 | INTC | Intel CORP | +0.5% | +43.42% | 増加 |
| 4 | XLK | Ss Technology Select Sector | +0.5% | +22.66% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.72% | 増加 |
| 6 | XLV | Ss Health Care Select Sector | +0.3% | +39.19% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | +6.98% | 増加 |
| 8 | HD | Home Depot INC | +0.2% | +4.30% | 増加 |
| 9 | XLI | Ss Industrial Select Sector | +0.2% | +112.80% | 増加 |
| 10 | SCHF | Schwab Intl Equity ETF | +0.2% | +13.74% | 増加 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +35.47% | 増加 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +6.56% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +39.85% | 増加 |
| 14 | PG | Procter & Gamble Co/the | +0.2% | +4.73% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +111.43% | 増加 |
| 16 | MRK | Merck & Co. INC. | +0.1% | +10.65% | 増加 |
| 17 | T | At&t INC | +0.1% | -0.78% | 減少 |
| 18 | VCV | Invesco Ca Val Muni INC Tr | +0.1% | +37.59% | 増加 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +15.64% | 増加 |
| 20 | BAC | Bank Of America CORP | +0.1% | +42.88% | 増加 |
| 21 | NKE | Nike INC -cl B | +0.1% | +5.49% | 増加 |
| 22 | MCD | Mcdonald's CORP | +0.1% | +53.45% | 増加 |
| 23 | XLY | Ss Consumer Disc Select Sect | +0.1% | +46.58% | 増加 |
| 24 | SCHB | Schwab US Broad Market ETF | +0.1% | +3.48% | 増加 |
| 25 | VZ | Verizon Communications INC | +0.1% | +1.51% | 増加 |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +5.85% | 増加 |
| 27 | PKW | Invesco Buyback Achievers Et | +0.1% | +3.90% | 増加 |
| 28 | CVX | Chevron CORP | +0.1% | +10.84% | 増加 |
| 29 | BSJM1EUR | Invesco Bulletshares 2022 Hi | +0.1% | +5.02% | 増加 |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +1.96% | 増加 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.08% | 減少 |
| 32 | XBOEX | Blackrock Enh Glbl Dvd Tr | -0.1% | -11.34% | 減少 |
| 33 | MO | Altria Group INC | -0.1% | -6.72% | 減少 |
| 34 | BSJL | Invesco Bulletshares 2021 Hi | -0.2% | -5.54% | 減少 |
| 35 | NAC | Nuveen Ca Qlty Muni INC | -0.2% | -5.54% | 減少 |
| 36 | BSCK | Invesco Bulletshares 2020 Co | -0.2% | -14.92% | 減少 |
| 37 | META | Meta Platforms Inc-class A | -0.2% | +0.12% | 増加 |
| 38 | XCHYX | Calamos Convert & High INC | -0.3% | -4.54% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.3% | +1.33% | 増加 |
| 40 | BSCL | Invesco Bulletshares 2021 Co | -0.3% | -21.75% | 減少 |
| 41 | XNCMX | Nuveen Ca Amt-fr Muni INC | -0.3% | -11.26% | 減少 |
| 42 | BSCMUSD | Invesco Bulletshares 2022 Co | -0.3% | -26.62% | 減少 |
| 43 | ✓ | -0.6% | -66.87% | 減少 | |
| 44 | BSJK | Invesco Bulletshares 2020 Hi | -1.2% | -62.37% | 減少 |
| 45 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 46 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 47 | BSJO | Invesco Bulletshares 2024 Hy | — | NEW | 新規購入 |
| 48 | ✓ | Invesco Exch Trd Slf Idx Fd | — | EXIT | 全売却 |
| 49 | ✓ | Invesco Exch Trd Slf Idx Fd | — | NEW | 新規購入 |
| 50 | XLP | Ss Consumer Staples Sel Sect | — | NEW | 新規購入 |