CIK: 0001605522
申告総資産額
$2.4億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.80% | -0.34% | +12.53% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.76% | +0.26% | -0.25% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.69% | — | -0.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.26% | -0.20% | -2.53% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.14% | +0.26% | +5.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.88% | -0.16% | -17.00% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.07% | — | -7.08% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.03% | — | -2.57% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.57% | -0.29% | -2.53% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.16% | — | -8.59% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.85% | -0.08% | -0.47% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.78% | +0.07% | -1.24% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.76% | +0.37% | -1.29% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | -0.34% | -1.86% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.68% | +0.11% | +0.20% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.65% | — | -1.99% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +0.16% | +0.47% | |
| 18 | MMM | 3m Co | 株式-資本財 | 1.35% | — | -0.76% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.30% | — | -0.34% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.21% | — | -1.80% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.19% | — | +1.92% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.15% | — | -1.97% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | +0.07% | -3.57% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.07% | -0.05% | +6.02% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.06% | -2.30% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.03% | -0.07% | +1.29% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.00% | — | -3.20% | |
| 28 | KR | Kroger Co | 株式-生活必需品 | 0.98% | — | -2.22% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | +0.07% | -1.78% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | +0.07% | -2.26% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | +0.06% | -2.15% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.95% | -0.09% | -2.62% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.92% | +0.09% | -1.92% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.19% | -1.70% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | +0.14% | -0.68% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | -0.10% | +11.11% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.87% | -0.21% | -1.66% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | -2.75% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.20% | -0.99% | |
| 40 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.84% | — | -3.52% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | -2.15% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.83% | — | -2.26% | |
| 43 | BXP | Bxp INC | 株式-不動産 | 0.82% | — | -1.17% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.80% | — | -3.46% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.80% | +0.10% | -3.43% | |
| 46 | MET | Metlife INC | 株式-金融 | 0.79% | — | -2.84% | |
| 47 | BBTUSD | Bb&t CORP | 株式-その他 | 0.79% | — | -2.53% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.78% | -0.22% | -2.40% | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.76% | — | -2.12% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | -0.46% |