CIK: 0001605522
申告総資産額
$2.4億
上位200銘柄を表示中（全206銘柄）
| # | 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 | 10.87% | -0.34% | -1.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.80% | -0.29% | -3.52% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.04% | -0.20% | +4.70% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.01% | +0.26% | -1.76% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.89% | +0.26% | -1.17% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -0.52% | +3.32% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.01% | -0.07% | +3.09% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.76% | +0.50% | -3.40% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.73% | — | -3.39% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.19% | +2.67% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.03% | -0.16% | -2.12% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | -0.34% | -1.72% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.89% | -0.08% | +848.17% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.88% | -0.08% | +3.42% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.87% | — | -1.28% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.81% | — | -1.31% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | -0.20% | +7.75% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.31% | +0.23% | +2.96% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.27% | — | -0.10% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | +0.07% | -1.02% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.19% | -0.22% | +1.02% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.19% | -0.10% | -0.55% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.13% | -0.07% | -5.79% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.06% | +2.94% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.37% | -5.80% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.09% | -0.05% | +1.48% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.03% | -0.21% | -1.45% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | +0.14% | +3.30% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.98% | -0.21% | -2.15% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.95% | +0.11% | +0.58% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | +0.07% | -3.62% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | -1.48% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.83% | — | +2.13% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +5.71% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.80% | -0.27% | +12.27% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.14% | +8.21% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -2.89% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.09% | +2.36% | |
| 39 | TFC | Truist Financial CORP | 株式-金融 | 0.68% | — | +1.82% | |
| 40 | CMI | Cummins INC | 株式-資本財 | 0.67% | -0.05% | +3.31% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.16% | -0.44% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | +0.07% | -0.53% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.19% | -8.80% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -2.32% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.57% | — | -1.95% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.55% | -0.09% | -4.27% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.55% | — | -7.10% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.09% | -1.14% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.50% | — | +9.93% | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.50% | +0.10% | -4.46% |