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 | 9.66% | -0.34% | +1.81% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.33% | +0.26% | +0.02% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.41% | +0.26% | +2.41% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.07% | -0.20% | -0.25% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.97% | -0.29% | -3.27% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.80% | — | -3.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.77% | -0.16% | -0.87% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.53% | — | -1.42% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.26% | -0.07% | +0.69% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.22% | -0.08% | -4.38% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.85% | -0.34% | -2.55% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.82% | +0.11% | +1.86% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.71% | — | -1.03% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.19% | +2.75% | |
| 15 | TFC | Truist Financial CORP | 株式-金融 | 1.54% | — | — | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.54% | +0.07% | -0.98% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | -0.05% | +2.55% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.53% | — | -5.04% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.40% | — | -2.79% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.34% | — | -0.02% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.21% | — | -2.77% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.06% | -6.45% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.16% | -4.29% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.17% | -0.09% | -1.76% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | — | +2.02% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.13% | +0.07% | -1.56% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | -0.09% | -5.08% | |
| 28 | XLB | Ss Materials Select Sector | ETF-その他 | 1.08% | — | +1.82% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.02% | — | -11.75% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 1.02% | +0.11% | -2.25% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 1.01% | -0.10% | +0.65% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | +0.07% | -0.30% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | +0.14% | -9.15% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.94% | -0.22% | -0.14% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | +0.30% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.20% | -2.02% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.52% | +0.08% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.87% | — | -12.40% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.82% | — | -0.98% | |
| 40 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.81% | +0.10% | -0.68% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | +0.08% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.79% | — | +2.38% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | +0.06% | +0.68% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.78% | — | -0.97% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.23% | +1.40% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | +0.37% | -9.18% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.74% | -0.21% | -4.87% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | -8.53% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.73% | -0.27% | +9.88% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.19% | -1.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | -3.27% | 減少 |
| 2 | SCHX | Schwab US Large-cap ETF | +0.3% | +1.81% | 増加 |
| 3 | HD | Home Depot INC | +0.2% | +82.39% | 増加 |
| 4 | SCHA | Schwab US Small-cap ETF | +0.2% | +2.41% | 増加 |
| 5 | BAC | Bank Of America CORP | +0.2% | -4.38% | 減少 |
| 6 | XLK | Ss Technology Select Sector | +0.2% | +0.69% | 増加 |
| 7 | AMGN | Amgen INC | +0.1% | -1.56% | 減少 |
| 8 | XLV | Ss Health Care Select Sector | +0.1% | +2.55% | 増加 |
| 9 | UNH | Unitedhealth Group INC | +0.1% | +2.24% | 増加 |
| 10 | CRM | Salesforce INC | +0.1% | +9.88% | 増加 |
| 11 | TGT | Target CORP | +0.1% | -0.97% | 減少 |
| 12 | MET | Metlife INC | +0.1% | +18.21% | 増加 |
| 13 | INTC | Intel CORP | +0.1% | -2.77% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | 0% | -6.45% | 減少 |
| 15 | MSFT | Microsoft CORP | 0% | +0.08% | 増加 |
| 16 | META | Meta Platforms Inc-class A | 0% | -2.02% | 減少 |
| 17 | XLC | Ss Comm Select Sector Spdr | 0% | +22.45% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.25% | 減少 |
| 19 | AMZN | Amazon.com INC | 0% | +2.75% | 増加 |
| 20 | EEM | Ishares Msci Emerging Market | 0% | -0.02% | 減少 |
| 21 | XLF | Ss Financial Select Sector | 0% | +0.65% | 増加 |
| 22 | PFE | Pfizer INC | 0% | +0.68% | 増加 |
| 23 | QCOM | Qualcomm INC | 0% | -4.87% | 減少 |
| 24 | CMI | Cummins INC | 0% | +1.49% | 増加 |
| 25 | BNY | Bank Of New York Mellon CORP | 0% | +1.02% | 増加 |
| 26 | IVV | Ishares Core S&p 500 ETF | — | -0.87% | 減少 |
| 27 | JNJ | Johnson & Johnson | — | -4.29% | 減少 |
| 28 | ACN | Accenture plc | — | -1.76% | 減少 |
| 29 | XLB | Ss Materials Select Sector | — | +1.82% | 増加 |
| 30 | CVS | Cvs Health CORP | — | -8.53% | 減少 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -2.55% | 減少 |
| 32 | XLI | Ss Industrial Select Sector | 0% | +1.86% | 増加 |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | -2.79% | 減少 |
| 34 | MMM | 3m Co | 0% | -0.98% | 減少 |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.03% | 減少 |
| 36 | DIS | Walt Disney Co/the | 0% | -5.04% | 減少 |
| 37 | SCHM | Schwab US Mid Cap ETF | -0.1% | +0.02% | 増加 |
| 38 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.42% | 減少 |
| 39 | ED | Consolidated Edison INC | -0.1% | -7.39% | 減少 |
| 40 | YUM | Yum! Brands INC | -0.1% | -0.30% | 減少 |
| 41 | NKE | Nike INC -cl B | -0.1% | -11.75% | 減少 |
| 42 | NOC | Northrop Grumman CORP | -0.1% | -0.68% | 減少 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | -3.97% | 減少 |
| 44 | FDX | Fedex CORP | -0.2% | -29.38% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -9.18% | 減少 |
| 46 | MCD | Mcdonald's CORP | -0.2% | +2.02% | 増加 |
| 47 | SYK | Stryker CORP | -0.2% | -12.40% | 減少 |
| 48 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 49 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |