CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全521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 | 5.84% | -0.64% | +5.61% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.05% | — | -11.04% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.26% | +0.07% | +3.93% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.75% | — | +6.95% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.25% | -0.44% | +6.13% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.01% | -0.37% | +54.63% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.48% | -0.56% | +68.47% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.99% | — | +2.57% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.72% | -1.75% | +7.32% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.44% | +0.20% | +182.25% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.40% | -0.57% | +24.58% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.39% | +0.13% | +3.91% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.37% | — | +22.88% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | +55.39% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.23% | — | +66.31% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.25% | +49.86% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.21% | — | — | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.20% | — | +5.25% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.14% | — | +1.00% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | +91.74% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | — | +128.02% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | +145.13% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.05% | — | +236.02% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +105.11% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.14% | +79.14% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.91% | — | +51.53% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.89% | — | +13.31% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | +19.41% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +148.06% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +28.37% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | +1.56% | +983.60% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +38.68% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +30.55% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +27.27% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.69% | — | +3412.07% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.27% | +51.15% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | — | +101.08% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.24% | +130.17% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.66% | — | — | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.63% | — | +6.25% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | +5296.54% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.16% | +83.80% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.57% | — | +10.61% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.21% | +20.72% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.57% | — | +4.39% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | +89.54% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | +33.02% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | +30.58% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.50% | — | +86.46% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +42.16% |