CIK: 0001721780
申告総資産額
$1.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.06% | -0.16% | +22.19% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.19% | -0.16% | +5.67% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.90% | — | +21.37% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.24% | — | +11.05% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.95% | — | +2.93% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.94% | -0.10% | -0.09% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.92% | — | +1.33% | |
| 8 | DUK | Duke Energy CORP | 株式-公益事業 | 1.72% | +0.19% | -1.46% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | — | +1.68% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 1.66% | -0.05% | +0.34% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.61% | — | +1.47% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.59% | -0.66% | -1.04% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | — | -0.23% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.56% | -0.16% | +1.95% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.48% | +0.07% | -0.45% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.47% | — | +0.18% | |
| 17 | TY | Tri-continental CORP | 株式-その他 | 1.45% | — | -8.24% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.21% | +3.49% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.21% | — | +103.54% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.18% | — | +8.26% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.15% | — | +48.59% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.11% | — | +0.83% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | -0.11% | -1.98% | |
| 24 | VLY | Valley National Bancorp | 株式-金融 | 1.08% | -0.87% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | -0.15% | +1.08% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | -0.17% | +8.30% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.05% | — | +9.00% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.04% | — | +0.47% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | -0.06% | +3.65% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.03% | — | +30.53% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | -1.20% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.97% | — | +4.05% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | — | -1.21% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.94% | — | +45.65% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.93% | — | +0.72% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | +3.61% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.08% | -5.19% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.81% | — | +1.55% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.79% | — | +2.17% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | -0.19% | -0.08% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.73% | — | -3.08% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | — | +21.49% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.70% | — | +6.58% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | -12.94% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.23% | +53.60% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | -38.11% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.64% | — | -5.16% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +6.97% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +1.14% | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.62% | — | +3.33% |