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 | 10.50% | -0.34% | +6.75% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.22% | -0.29% | +1.36% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.96% | +0.26% | +1.45% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.63% | +0.26% | +1.29% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.47% | -0.20% | -1.95% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.95% | +0.50% | +15.13% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.71% | — | -4.43% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.18% | -0.07% | +2.55% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.10% | — | -1.80% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | -0.16% | +2.43% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.98% | — | -1.85% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.78% | -0.08% | +0.10% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.65% | — | -1.45% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.59% | +0.07% | -0.22% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.56% | -0.05% | -1.85% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.52% | -1.92% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.34% | -1.47% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.31% | -0.10% | +0.64% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | +0.23% | -0.85% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.16% | -0.15% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | +0.14% | -2.03% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.19% | -2.86% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.37% | -1.16% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | -0.57% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.09% | +0.11% | -0.97% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | +0.06% | -2.16% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | +0.07% | -0.93% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | +0.07% | +0.21% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.95% | -0.09% | -0.13% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | -0.09% | -2.10% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.95% | -0.22% | -0.84% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.06% | -1.61% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | -0.13% | |
| 34 | TFC | Truist Financial CORP | 株式-金融 | 0.87% | — | -3.53% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -1.22% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.83% | +0.11% | +3.87% | |
| 37 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.83% | +0.10% | -0.08% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.82% | — | -0.78% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.19% | -0.57% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +0.44% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.79% | -0.21% | +0.33% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.78% | -0.21% | +0.15% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | -1.34% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.77% | — | +5.90% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +0.38% | |
| 46 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.74% | — | +348.53% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | — | -1.68% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | -1.55% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | -0.15% | |
| 50 | DOG | Proshares Short Dow30 | ETF-その他 | 0.69% | — | +392.23% |