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 | 13.39% | -0.34% | -0.28% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.60% | +0.26% | -21.61% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.54% | -0.29% | -8.02% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.10% | +0.26% | -6.34% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.95% | -0.20% | -0.64% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.85% | -0.07% | -0.95% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.61% | — | -5.36% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.19% | +1.63% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.16% | -0.16% | -0.33% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.10% | — | -1.47% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | -0.34% | -5.75% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.85% | — | -0.81% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.73% | — | -3.69% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.66% | -0.08% | -4.34% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.65% | +0.11% | +3.52% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.59% | -0.05% | +0.91% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.52% | -0.11% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.37% | +0.07% | -1.64% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.24% | -0.21% | -4.29% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.23% | -0.09% | -3.28% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.21% | — | -3.33% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.19% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.16% | -0.77% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.13% | -0.27% | +5.41% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.12% | -0.09% | -1.63% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | -3.46% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | — | -47.55% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.02% | — | +2.36% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 1.00% | -0.10% | -2.05% | |
| 30 | TFC | Truist Financial CORP | 株式-金融 | 0.98% | — | -5.81% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.06% | -6.18% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.20% | -3.80% | |
| 33 | XLB | Ss Materials Select Sector | ETF-その他 | 0.92% | — | -4.89% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.90% | +0.07% | -2.21% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | +0.23% | -0.65% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | +0.07% | -5.65% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.89% | — | -5.19% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.86% | — | -8.42% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +3.70% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.83% | — | -7.34% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | -1.74% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.78% | -0.22% | -8.92% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | -0.26% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -2.97% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | -7.65% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.71% | +0.12% | +0.02% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | +0.14% | -6.37% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | -5.47% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | +0.06% | -1.32% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | -3.46% |