CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全462銘柄）
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 10.70% | -0.64% | +3.06% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 8.15% | +0.07% | +5.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.07% | — | +2.54% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.24% | -0.44% | +4.15% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.57% | -1.75% | -16.23% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.01% | — | -2.70% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.35% | — | +3.56% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.52% | — | +12.77% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.86% | — | -61.08% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.75% | — | +32.22% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.32% | — | +11.16% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.19% | — | +28.56% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.15% | +0.19% | +11.08% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.14% | -0.37% | -1.93% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.13% | — | +0.82% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.56% | -5.20% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.25% | +28.36% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 0.81% | — | +167.49% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 0.77% | — | -21.96% | |
| 20 | LRCXEUR | Lam Research CORP | 株式-IT | 0.75% | — | -6.67% | |
| 21 | AA | Alcoa CORP | 株式-素材 | 0.72% | — | +27.01% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.65% | +0.13% | -10.02% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | — | +4.32% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | -5.41% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.61% | — | +25.01% | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 0.58% | — | +19.21% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | -0.34% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.54% | -0.57% | +12.66% | |
| 29 | MGA | Magna International INC | 株式-一般消費財 | 0.52% | — | +10.12% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | -27.62% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.51% | — | +90.82% | |
| 32 | VMC | Vulcan Materials Co | 株式-素材 | 0.50% | — | +124.38% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +18.69% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.43% | — | +64.22% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.27% | +49.22% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.41% | — | -1.13% | |
| 37 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.41% | — | -6.81% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | -0.16% | +20.69% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.40% | — | +77.23% | |
| 40 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.40% | — | +27.26% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.39% | — | -17.23% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | -15.92% | |
| 43 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.39% | — | -6.06% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | +0.14% | +16.57% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | — | +93.53% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | -0.25% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | +6.69% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.36% | — | +10.75% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -0.21% | -13.91% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.35% | — | +3.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | +0.6% | +167.49% | 増加 |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.6% | +5.21% | 増加 |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +32.22% | 増加 |
| 4 | AA | Alcoa CORP | +0.3% | +27.01% | 増加 |
| 5 | VMC | Vulcan Materials Co | +0.3% | +124.38% | 増加 |
| 6 | VLO | Valero Energy CORP | +0.3% | +1161.93% | 増加 |
| 7 | SCHA | Schwab US Small-cap ETF | +0.3% | +3.56% | 増加 |
| 8 | SOXX | Ishares Semiconductor ETF | +0.3% | +90.82% | 増加 |
| 9 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +12.77% | 増加 |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +28.56% | 増加 |
| 11 | SCHX | Schwab US Large-cap ETF | +0.2% | +3.06% | 増加 |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +11.16% | 増加 |
| 13 | FDX | Fedex CORP | +0.2% | +77.23% | 増加 |
| 14 | OKE | Oneok INC | +0.2% | +94.82% | 増加 |
| 15 | AMAT | Applied Materials INC | +0.2% | +410.72% | 増加 |
| 16 | CSX | Csx CORP | +0.2% | +64.22% | 増加 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +117.26% | 増加 |
| 18 | DVN | Devon Energy CORP | +0.2% | +123.76% | 増加 |
| 19 | DE | Deere & Co | +0.2% | +47.93% | 増加 |
| 20 | TSLA | Tesla INC | +0.2% | +281.51% | 増加 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.2% | +161.48% | 増加 |
| 22 | URI | United Rentals INC | +0.2% | +75.28% | 増加 |
| 23 | LULU | Lululemon Athletica INC | +0.2% | +254.59% | 増加 |
| 24 | COST | Costco Wholesale CORP | +0.2% | +93.53% | 増加 |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | +25.01% | 増加 |
| 26 | ORLY | O'reilly Automotive INC | +0.1% | +91.59% | 増加 |
| 27 | MS | Morgan Stanley | +0.1% | +85.04% | 増加 |
| 28 | EXPE | Expedia Group INC | +0.1% | +36.64% | 増加 |
| 29 | KO | Coca-cola Co/the | +0.1% | +465.62% | 増加 |
| 30 | DVY | Ishares Select Dividend ETF | +0.1% | +0.82% | 増加 |
| 31 | MGA | Magna International INC | +0.1% | +10.12% | 増加 |
| 32 | AMZN | Amazon.com INC | +0.1% | +28.36% | 増加 |
| 33 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.15% | 増加 |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -76.28% | 減少 |
| 35 | CVS | Cvs Health CORP | -0.2% | -87.34% | 減少 |
| 36 | FLT1EUR | Fleetcor Technologies INC | -0.2% | -56.21% | 減少 |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.54% | 増加 |
| 38 | PFE | Pfizer INC | -0.3% | -71.75% | 減少 |
| 39 | SLV | Ishares Silver Trust | -0.3% | -95.69% | 減少 |
| 40 | ACI | Albertsons Cos INC - Class A | -0.3% | -58.87% | 減少 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -93.85% | 減少 |
| 42 | IBB | Ishares Biotechnology ETF | -0.4% | -90.97% | 減少 |
| 43 | XLV | Ss Health Care Select Sector | -0.5% | -89.55% | 減少 |
| 44 | AGG | Ishares Core U.s. Aggregate | -1.5% | -16.23% | 減少 |
| 45 | VBR | Vanguard Small-cap Value ETF | -2.5% | -61.08% | 減少 |
| 46 | PICK | Ishares Msci Global Metals & | — | NEW | 新規購入 |
| 47 | WOO | Foot Locker INC | — | NEW | 新規購入 |
| 48 | AAL | American Airlines Group INC | — | NEW | 新規購入 |
| 49 | APAM | Artisan Partners Asset Ma -a | — | NEW | 新規購入 |
| 50 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | 新規購入 |