CIK: 0001567912
申告総資産額
$1.3億
| # | 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 | USB | US Bancorp | 株式-金融 | 14.25% | +0.03% | -0.03% | |
| 2 | MMM | 3m Co | 株式-資本財 | 10.76% | -0.46% | — | |
| 3 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 6.56% | +0.55% | -2.13% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.39% | +0.10% | -11.56% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.12% | +0.24% | -12.13% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.75% | -0.79% | -2.91% | |
| 7 | NEE | Nextera Energy INC | 株式-公益事業 | 3.09% | +0.44% | -6.57% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.08% | +0.09% | -5.52% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 2.80% | -0.51% | -1.24% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.79% | -0.43% | -7.20% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.67% | +0.06% | -2.86% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.24% | +0.07% | -2.42% | |
| 13 | IYF | Ishares US Financials ETF | ETF-その他 | 2.18% | -0.10% | -7.01% | |
| 14 | TRV | Travelers Cos Inc/the | 株式-金融 | 2.05% | +0.04% | — | |
| 15 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.99% | — | -3.05% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.95% | +0.18% | -9.15% | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.77% | -0.22% | -10.92% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.69% | +0.35% | -11.89% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.68% | — | -8.06% | |
| 20 | BX | Blackstone INC | 株式-金融 | 1.60% | -0.43% | -7.38% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.36% | -0.33% | -9.83% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.19% | — | -26.39% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.11% | +0.22% | -0.45% | |
| 24 | FNIUSD | First Trust Chindia ETF | ETF-その他 | 0.91% | — | -19.47% | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.91% | +0.02% | -15.36% | |
| 26 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.91% | +0.31% | -1.46% | |
| 27 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.85% | — | -4.31% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | -4.09% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | +0.07% | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | -8.79% | |
| 31 | NTRS | Northern Trust CORP | 株式-金融 | 0.79% | +0.05% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | -24.84% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.75% | +0.14% | -34.98% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.69% | — | -42.34% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.19% | -15.85% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | +0.02% | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | -12.68% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -14.80% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.54% | +0.01% | -13.37% | |
| 40 | WY | Weyerhaeuser Co | 株式-不動産 | 0.52% | +0.02% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.51% | +0.12% | -26.17% | |
| 42 | ET | Energy Transfer LP | 株式-エネルギー | 0.50% | — | — | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.47% | — | -14.58% | |
| 44 | ✓ | Sanmina Sci Corporation | 株式-その他 | 0.43% | — | — | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.42% | — | — | |
| 46 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.42% | — | — | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.40% | — | -17.88% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.34% | — | -27.34% | |
| 49 | WMB | Williams Cos INC | 株式-エネルギー | 0.32% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | — |