CIK: 0001605522
申告総資産額
$2.4億
上位200銘柄を表示中（全240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 | 10.94% | -0.34% | -3.66% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.46% | -0.29% | -13.97% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.28% | +0.26% | -0.36% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.19% | +0.26% | -1.06% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.69% | -0.20% | -10.84% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.11% | -0.52% | -10.61% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.98% | — | -2.69% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.83% | +0.50% | -4.79% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.35% | -0.07% | -21.03% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.19% | -1.24% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.99% | — | -1.26% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.89% | — | -3.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.87% | -0.16% | -11.46% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.79% | -0.08% | -3.27% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.34% | -6.90% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.62% | -0.08% | -11.69% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.49% | +0.23% | -3.82% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.46% | -0.20% | -1.72% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.34% | -0.22% | -3.20% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | +0.07% | -1.01% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.30% | — | -2.97% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.15% | -0.10% | -10.96% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.12% | -0.21% | -3.93% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.37% | -1.04% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.10% | -0.07% | -6.58% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.06% | -5.54% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -4.94% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.92% | -0.05% | -19.98% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | +0.14% | -0.10% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -5.92% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.88% | -0.21% | +1.86% | |
| 32 | SYK | Stryker CORP | 株式-ヘルスケア | 0.87% | — | -0.16% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.86% | +0.11% | -17.81% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.84% | -0.27% | +0.03% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | +0.07% | -6.30% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.75% | -0.05% | -2.52% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.14% | -3.42% | |
| 38 | TFC | Truist Financial CORP | 株式-金融 | 0.74% | — | -0.25% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | -13.50% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.16% | -2.35% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.09% | -2.98% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | -0.70% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | +0.07% | -1.57% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.64% | -0.09% | +0.58% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -2.48% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | -0.09% | +5.10% | |
| 47 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.58% | +0.10% | -3.33% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.55% | +0.12% | -7.71% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.19% | -1.48% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | — | -8.82% |