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 | 11.45% | -0.34% | +4.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.10% | -0.29% | -2.45% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.10% | +0.26% | -1.26% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.06% | +0.26% | -0.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.87% | -0.20% | +4.72% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.17% | +0.50% | -0.97% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.09% | -0.07% | +5.64% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.52% | +3.42% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.56% | — | -1.45% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.22% | — | +15.91% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.08% | — | +8.55% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.96% | -0.16% | -2.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | -0.34% | -1.82% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.19% | +4.53% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.63% | -0.08% | +0.26% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.45% | — | -0.13% | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.43% | -0.10% | +0.60% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.40% | -0.05% | +1.05% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.23% | +0.07% | -1.46% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.16% | -0.07% | +2.01% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.15% | — | +7.21% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.37% | +2.83% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.09% | +0.11% | +0.93% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.07% | -0.22% | +1.46% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.23% | -0.10% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.99% | — | -0.03% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.20% | +1.92% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.06% | -1.33% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | +0.14% | -0.24% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.89% | -0.09% | -15.61% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.08% | +20.14% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.86% | -0.21% | -3.31% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +6.05% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | +0.07% | -7.57% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.80% | — | -1.52% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.78% | -0.21% | -2.19% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.16% | -6.32% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.75% | -0.27% | +2.37% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | +0.07% | -1.11% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | -7.58% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | -0.09% | -2.22% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | -0.40% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | -1.20% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.11% | -3.42% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.09% | +9.14% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.61% | +0.10% | -0.54% | |
| 47 | TFC | Truist Financial CORP | 株式-金融 | 0.61% | — | +0.93% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -14.70% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -1.70% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.19% | -4.41% |