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 | 8.69% | -0.16% | -3.33% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.53% | -0.16% | +7.08% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.23% | — | +15.92% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.34% | — | +10.74% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.95% | -0.10% | -1.51% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.94% | — | -0.17% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.75% | — | -0.27% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.66% | +2.74% | |
| 9 | DUK | Duke Energy CORP | 株式-公益事業 | 1.67% | +0.19% | -1.10% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.67% | — | -0.51% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.59% | — | -13.45% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.57% | +0.07% | -0.08% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.21% | +1.94% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.55% | — | +3.98% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.50% | -0.16% | +0.45% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.49% | -0.05% | -3.10% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.34% | — | -1.69% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.34% | — | +18.64% | |
| 19 | TY | Tri-continental CORP | 株式-その他 | 1.33% | — | -4.91% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.32% | — | +10.28% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.17% | +0.96% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.15% | -0.95% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.06% | — | +7.83% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | -0.11% | -2.96% | |
| 25 | INTC | Intel CORP | 株式-IT | 1.03% | — | +0.68% | |
| 26 | VLY | Valley National Bancorp | 株式-金融 | 1.02% | -0.87% | — | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.01% | — | +0.85% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.00% | — | +0.23% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | -0.06% | -1.26% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.96% | — | -3.33% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.94% | — | +4.63% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +2.38% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | +0.26% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | — | -0.85% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.86% | — | -4.94% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -0.08% | -3.37% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.80% | — | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.78% | — | +0.76% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +6.84% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | +0.23% | +13.46% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.70% | — | +78.39% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.69% | — | +0.68% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | -0.19% | -1.86% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.67% | — | -0.22% | |
| 45 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.65% | — | +0.31% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | — | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.62% | — | -2.35% | |
| 48 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.59% | — | +0.86% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | -0.80% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.59% | — | -5.11% |