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 | 6.30% | -1.25% | +0.37% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.96% | +3.53% | +0.40% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.90% | — | +4.71% | |
| 4 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 3.75% | — | +0.33% | |
| 5 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 3.54% | +0.06% | +3.10% | |
| 6 | XCHYX | Calamos Convert & High INC | 株式-その他 | 3.44% | — | +4.20% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | -0.84% | +1.99% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.62% | -6.73% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.64% | — | +42.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | -0.53% | +2.28% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.46% | — | +4.03% | |
| 12 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.44% | — | -1.39% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.42% | +0.01% | +3.62% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.25% | -0.13% | EXIT | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.12% | — | +1.72% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.04% | +1.75% | +99.67% | |
| 17 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 1.92% | — | +4.25% | |
| 18 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.80% | — | +2.35% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | — | +9.28% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.66% | — | +1.82% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | +0.24% | +0.34% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.61% | — | -0.34% | |
| 23 | PID | Invesco International Divide | ETF-その他 | 1.58% | — | +34.68% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | +0.28% | +7.91% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.43% | +0.06% | -0.06% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -4.29% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.32% | +0.15% | +53.80% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.25% | — | +0.86% | |
| 30 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.18% | — | +393.03% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.18% | — | -6.47% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.16% | — | +10.84% | |
| 33 | MMM | 3m Co | 株式-資本財 | 1.16% | — | +2.27% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | +0.01% | -1.52% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.11% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.07% | +30.32% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.02% | — | +12.20% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | -40.87% | |
| 39 | CLX | Clorox Company | 株式-生活必需品 | 0.92% | — | +0.98% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -1.77% | |
| 41 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.87% | — | +0.35% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | +2.38% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | +15.01% | |
| 44 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.78% | — | -10.97% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | +1.92% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.77% | — | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -3.03% | +7.71% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.71% | — | +0.44% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +1.22% | |
| 50 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.67% | — | -5.80% |