CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全399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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.63% | — | +2.12% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.85% | -0.64% | -11.33% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.73% | +0.07% | -6.33% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.72% | — | -20.08% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.06% | -0.44% | +33.84% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.14% | -0.37% | +35.06% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.76% | — | -6.55% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.41% | -1.75% | -1.03% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.56% | +57.71% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.04% | +0.13% | +60.89% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.25% | +37.80% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.61% | — | -1.46% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.52% | -0.57% | +8.14% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.50% | — | +13.96% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.50% | — | +24.06% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | +190.47% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.07% | — | +5.00% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | — | +19.75% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.00% | — | +5.01% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.89% | — | +37.79% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +196.14% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | +31.37% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.21% | +2772.56% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.74% | — | +36.18% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.73% | — | -11.47% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.73% | +0.20% | +8.38% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +133.24% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +45.34% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | +83.07% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.14% | +73.05% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +244.39% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +28.77% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | — | -6.71% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +5.26% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +15.35% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.57% | -0.27% | -12.34% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +13.29% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.56% | — | +27.03% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | — | +280.81% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | +15.44% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.16% | +3820.66% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.48% | — | +14.74% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | — | +605.56% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.46% | — | +511.22% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.44% | +0.19% | -3.06% | |
| 46 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.43% | — | +25.02% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +6.76% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.42% | -0.21% | +17.10% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.12% | +23.85% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.24% | +56.12% |