CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全2285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 | AAPL | Apple INC | 株式-IT | 3.93% | +0.84% | +3.96% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | +1.35% | +2.13% | |
| 3 | T | At&t INC | 株式-通信サービス | 1.65% | — | -0.44% | |
| 4 | ADBE | Adobe INC | 株式-IT | 1.44% | — | +2.54% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.34% | — | +6.42% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | -0.17% | -1.04% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.23% | -0.70% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | +0.64% | +2.03% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | +10.46% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | +1.43% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | -0.14% | +0.75% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | -0.28% | |
| 13 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.96% | — | +2.70% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.96% | — | -19.93% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.17% | -18.68% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | — | +10.34% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.75% | — | +1.65% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.75% | — | +5.64% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -8.68% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.93% | +5.43% | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 0.69% | — | -3.18% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | — | +1.60% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -12.52% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.67% | — | -0.11% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | -0.18% | +0.59% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 0.64% | — | -0.14% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.63% | — | -11.91% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +2.06% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | -9.88% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +6.13% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +34.98% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.44% | -1.87% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | -25.23% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.55% | — | +880.21% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | -2.38% | |
| 36 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.54% | — | -0.62% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +0.69% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | -0.21% | +44.61% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.53% | — | +11.45% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.51% | +0.25% | -9.85% | |
| 41 | RDN | Radian Group INC | 株式-金融 | 0.50% | — | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.49% | — | +32.30% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +1.57% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.48% | — | -11.16% | |
| 45 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | +0.52% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | -0.13% | +0.45% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.45% | — | +81.10% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | -0.19% | -0.93% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.43% | — | +16.68% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | -9.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.5% | +880.21% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.3% | +10.46% | 増加 |
| 3 | ADBE | Adobe INC | +0.3% | +2.54% | 増加 |
| 4 | NFLX | Netflix INC | +0.3% | +44.61% | 増加 |
| 5 | SCHO | Schwab Short-term US Treas | +0.2% | +81.10% | 増加 |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +128.86% | 増加 |
| 7 | NTNX | Nutanix INC - A | +0.2% | +102.68% | 増加 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +34.98% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | +3.96% | 増加 |
| 10 | DVY | Ishares Select Dividend ETF | +0.1% | +101.47% | 増加 |
| 11 | PYPL | Paypal Holdings INC | +0.1% | +77.65% | 増加 |
| 12 | KIM | Kimco Realty CORP | +0.1% | +1184.33% | 増加 |
| 13 | MU | Micron Technology INC | +0.1% | +145.11% | 増加 |
| 14 | BPLUSD | Buckeye Partners LP | +0.1% | +2901.11% | 増加 |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +32.30% | 増加 |
| 16 | MDY | State Street Spdr S&p Midcap | +0.1% | +665.73% | 増加 |
| 17 | CSCO | Cisco Systems INC | +0.1% | +6.13% | 増加 |
| 18 | NVDA | Nvidia CORP | +0.1% | -1.87% | 減少 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +16.68% | 増加 |
| 20 | MSFT | Microsoft CORP | +0.1% | -0.70% | 減少 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +10.34% | 増加 |
| 22 | SCHF | Schwab Intl Equity ETF | +0.1% | +6.42% | 増加 |
| 23 | SLB | Slb LTD | +0.1% | +64.18% | 増加 |
| 24 | SCHH | Schwab US Reit ETF | +0.1% | +36.84% | 増加 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -1.94% | 減少 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -8.68% | 減少 |
| 27 | JD | Jd.com Inc-adr | -0.1% | -95.63% | 減少 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | +1.57% | 増加 |
| 29 | JNJ | Johnson & Johnson | -0.1% | +1.43% | 増加 |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | -11.16% | 減少 |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -11.91% | 減少 |
| 32 | FGP1USD | Ferrellgas Partners-lp | -0.1% | -73.59% | 減少 |
| 33 | PFE | Pfizer INC | -0.1% | -12.52% | 減少 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +0.75% | 増加 |
| 35 | GDX | Vaneck Gold Miners ETF | -0.1% | -24.75% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.1% | -0.28% | 減少 |
| 37 | MO | Altria Group INC | -0.1% | -3.18% | 減少 |
| 38 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | -0.1% | -85.76% | 減少 |
| 39 | ✓ | Powershares India ETF Tr | -0.1% | -97.53% | 減少 |
| 40 | CVX | Chevron CORP | -0.1% | -1.04% | 減少 |
| 41 | T | At&t INC | -0.2% | -0.44% | 減少 |
| 42 | SCHP | Schwab U.s. Tips ETF | -0.3% | -19.93% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.3% | -18.68% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.4% | -25.23% | 減少 |
| 45 | ✓ | Bank Mut CORP New Com | — | EXIT | 全売却 |
| 46 | ASB | Associated Banc-corp | — | NEW | 新規購入 |
| 47 | ✓ | Ddr CORP Com | — | NEW | 新規購入 |
| 48 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 49 | PRNT | THE 3d Printing ETF | — | EXIT | 全売却 |
| 50 | ✓ | United States Natl Gas Fund | — | EXIT | 全売却 |