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 | 5.66% | -0.16% | -24.11% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.21% | -0.08% | -0.48% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -0.66% | -2.34% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.64% | +0.23% | +2.49% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.51% | — | +1.26% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.45% | +0.07% | -2.85% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.25% | -0.16% | +0.57% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.90% | — | +5.38% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.86% | — | -2.10% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.53% | -0.10% | -0.21% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.32% | +0.74% | +9.81% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.94% | — | +0.06% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.75% | — | -4.04% | |
| 14 | DUK | Duke Energy CORP | 株式-公益事業 | 1.54% | +0.19% | -0.38% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.21% | -0.02% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.45% | +0.28% | +31.05% | |
| 17 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.31% | -0.16% | -13.05% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.17% | -5.47% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.18% | — | +2.57% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | -0.06% | -1.36% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.14% | — | +12.31% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | -0.15% | -7.37% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.10% | -0.16% | +0.01% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 1.08% | — | -1.40% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.05% | — | -5.49% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.05% | — | -0.42% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.99% | — | +3.62% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 0.97% | -0.05% | -0.58% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.97% | — | +9.61% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | -0.19% | -5.34% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | -0.11% | -1.54% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 0.89% | -0.06% | -10.45% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | +0.27% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.79% | — | -16.89% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.06% | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.72% | — | +2.78% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | -1.13% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | -1.21% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | -1.25% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +2.40% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.59% | — | +9.54% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | +2.07% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.57% | — | -2.14% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | -0.57% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | -0.45% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -1.90% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.51% | — | -0.12% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.14% | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +0.97% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | -2.53% |