CIK: 0001454759
申告総資産額
$2863.4万
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 21.34% | — | +2.75% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 17.25% | — | +2.12% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 16.73% | — | -0.51% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.78% | — | +102.79% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.73% | — | -43.95% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.70% | — | -42.82% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.28% | — | +7.66% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.09% | — | -2.15% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.84% | — | +0.45% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.50% | — | -2.73% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.19% | — | +1.00% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | +0.33% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | +0.61% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.73% | — | +0.59% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -14.49% | |
| 16 | EXR | Extra Space Storage INC | 株式-不動産 | 0.43% | — | — | |
| 17 | STX | Seagate Technology Holdings plc | 株式-IT | 0.40% | — | -7.67% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | — | — | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.37% | — | +5.83% | |
| 20 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.37% | — | +5.88% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.36% | — | — | |
| 22 | GRMN | Garmin Ltd. | 株式-IT | 0.35% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | -3.85% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.33% | — | -2.84% | |
| 25 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 0.33% | — | +38.32% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.33% | — | — | |
| 27 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.33% | — | — | |
| 28 | ✓ | 株式-その他 | 0.32% | — | +72.13% | ||
| 29 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.32% | — | — | |
| 30 | F | Ford Motor Co | 株式-一般消費財 | 0.31% | — | — | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.31% | — | -6.26% | |
| 32 | HQY | Healthequity INC | 株式-ヘルスケア | 0.31% | — | +3.96% | |
| 33 | CRUS | Cirrus Logic INC | 株式-IT | 0.29% | — | -16.16% | |
| 34 | KSUEUR | Kansas City Southern | 株式-その他 | 0.28% | — | -28.28% | |
| 35 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.27% | — | — | |
| 36 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.27% | — | +5.97% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.25% | — | -0.65% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | — | -0.52% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.24% | — | +6.88% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | — | |
| 41 | TYL | Tyler Technologies INC | 株式-IT | 0.24% | — | -28.45% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.23% | — | +1.85% |