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 | 10.50% | -1.25% | +0.08% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.60% | +3.53% | +96.99% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 5.33% | +1.75% | -0.43% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.31% | — | +0.55% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.41% | -0.84% | +0.47% | |
| 6 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 4.30% | — | +8.04% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.62% | +0.77% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.12% | — | +10.07% | |
| 9 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 3.99% | +0.06% | +1.44% | |
| 10 | XCHYX | Calamos Convert & High INC | 株式-その他 | 3.99% | — | +9.86% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.95% | +0.01% | -2.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.31% | -0.53% | +2.34% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.81% | — | -3.58% | |
| 14 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.55% | — | -6.66% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.13% | -3.03% | -30.16% | |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.11% | — | -1.06% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.74% | — | +0.28% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.71% | +0.24% | -17.26% | |
| 19 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.41% | -0.02% | -20.11% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.41% | — | -40.89% | |
| 21 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 1.40% | — | -0.80% | |
| 22 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.32% | -0.12% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | -4.29% | -3.18% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.13% | +0.06% | +1.44% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.06% | — | -17.25% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 0.96% | — | +8.27% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -28.67% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.04% | +6.05% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.80% | — | -12.90% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.74% | +0.01% | -0.77% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | +0.16% | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | +0.15% | -37.21% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.70% | — | +0.65% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +0.11% | |
| 35 | CLX | Clorox Company | 株式-生活必需品 | 0.67% | — | -0.99% | |
| 36 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.66% | — | -67.25% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | -0.19% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +1.47% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +2.23% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.50% | — | -1.89% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +69.22% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -0.29% | |
| 44 | SHOP | Shopify INC - Class A | 株式-IT | 0.45% | — | -6.09% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | -41.04% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.41% | — | — | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | -0.13% | EXIT | |
| 48 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.38% | — | -4.41% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | -0.01% | -2.77% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.20% | EXIT |