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 | 12.70% | -0.34% | +90.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.11% | -0.29% | -2.07% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.01% | +0.26% | +1.35% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.89% | -0.20% | -22.01% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.64% | +0.26% | +101.49% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.83% | — | +13.29% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.35% | -0.07% | -10.19% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.21% | -0.34% | -6.92% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.12% | — | -1.76% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.19% | +1.87% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.99% | -0.08% | +2.85% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | -0.16% | -6.59% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.90% | — | -0.54% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.52% | +2.80% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.70% | — | -1.84% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.41% | -0.05% | -9.30% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | +0.07% | -2.17% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.19% | -0.10% | -6.49% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.07% | -0.09% | -8.57% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.23% | +10.93% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.16% | +2.23% | |
| 22 | TFC | Truist Financial CORP | 株式-金融 | 1.03% | — | +0.13% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.00% | -0.22% | +0.63% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.99% | +0.11% | -23.76% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.97% | -0.09% | -3.26% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.97% | -0.21% | -2.03% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | +0.06% | +6.34% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -6.30% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.93% | — | -1.34% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.92% | — | -10.83% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | -4.48% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.83% | -0.27% | -1.21% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.06% | +1.47% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | +0.07% | +4.67% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +0.11% | +14.08% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | +0.07% | -5.20% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +1.08% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.79% | — | +0.96% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.14% | +6.56% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.37% | -1.99% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -7.89% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.71% | — | +1.59% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -6.90% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.69% | -0.21% | +7.14% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | -7.62% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +1.66% | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.69% | — | -16.90% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.19% | +1.77% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.66% | — | -7.46% | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.63% | +0.10% | -13.15% |