CIK: 0001731731
申告総資産額
$4.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.80% | +0.08% | +26.88% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.94% | — | +60.06% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.65% | -0.19% | +0.65% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.47% | — | -37.82% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-その他 | 3.22% | +0.51% | +17.17% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.50% | +0.15% | +1.43% | |
| 7 | SGUXX | Schwab Govt Mny Fnd-ult | 株式-その他 | 1.98% | — | — | |
| 8 | NTRA | Natera INC | 株式-ヘルスケア | 1.77% | -0.15% | -1.71% | |
| 9 | UBER | Uber Technologies INC | 株式-資本財 | 1.64% | -0.08% | -9.28% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.60% | — | -14.34% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | -0.09% | +20.90% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.49% | +0.29% | +11.49% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.71% | -1.62% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.42% | -0.16% | +4.77% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.36% | — | +44.45% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.12% | +4.97% | |
| 17 | NET | Cloudflare INC - Class A | 株式-IT | 1.33% | — | -1.60% | |
| 18 | AMBA | Ambarella, Inc. | 株式-IT | 1.28% | -0.37% | -1.58% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | — | -13.09% | |
| 20 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.21% | — | +58.62% | |
| 21 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.21% | -0.06% | -1.59% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.20% | — | +13.09% | |
| 23 | MET | Metlife INC | 株式-金融 | 1.19% | — | +5.17% | |
| 24 | TPR | Tapestry INC | 株式-一般消費財 | 1.19% | — | -10.76% | |
| 25 | PCT | Purecycle Technologies INC | 株式-その他 | 1.16% | -0.73% | +40.94% | |
| 26 | FNF | Fidelity National Financial | 株式-金融 | 1.16% | -0.08% | -3.63% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 1.14% | — | -5.25% | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 1.13% | — | -2.01% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.12% | -0.26% | EXIT | |
| 30 | WRKUSD | Westrock Co | 株式-その他 | 1.07% | — | -8.47% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | -0.22% | -8.35% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.03% | — | +13.90% | |
| 33 | PSX | Phillips 66 | 株式-エネルギー | 1.02% | +0.25% | -16.09% | |
| 34 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.00% | +0.36% | -6.29% | |
| 35 | SNOW | Snowflake INC | 株式-IT | 1.00% | -0.11% | -1.66% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.99% | — | +14.87% | |
| 37 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.98% | — | +7.37% | |
| 38 | TWLO | Twilio INC - A | 株式-IT | 0.97% | — | -22.86% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | -0.48% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.86% | +0.75% | — | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | -1.83% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | -9.68% | |
| 43 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.84% | — | +2.94% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.84% | — | +6.14% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.83% | — | -3.49% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.83% | — | +7.65% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | +4.15% | |
| 48 | RH | Rh | 株式-一般消費財 | 0.82% | -0.18% | -1.59% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +0.29% | +19.02% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | +0.21% | -18.39% |