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 | 31.47% | — | +100.25% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 15.35% | — | +697.19% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 14.31% | — | -48.49% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.75% | — | +3134.05% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.54% | — | +6.26% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.99% | — | +2.09% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.23% | — | -2.54% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.32% | — | -10.83% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | — | -24.47% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.12% | — | +126.19% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.93% | — | -22.59% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | +22.04% | |
| 13 | ENPH | Enphase Energy INC | 株式-IT | 0.75% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 0.71% | — | -4.72% | |
| 15 | HQY | Healthequity INC | 株式-ヘルスケア | 0.70% | — | — | |
| 16 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 0.63% | — | — | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | -0.80% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | -4.17% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 0.61% | — | -1.56% | |
| 20 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.58% | — | -8.09% | |
| 21 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.56% | — | — | |
| 22 | OLED | Universal Display CORP | 株式-IT | 0.52% | — | -12.48% | |
| 23 | ETN | Eaton Corporation plc | 株式-資本財 | 0.51% | — | — | |
| 24 | TYL | Tyler Technologies INC | 株式-IT | 0.50% | — | +0.12% | |
| 25 | GRMN | Garmin Ltd. | 株式-IT | 0.49% | — | +56.89% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | — | +89.09% | |
| 27 | ON | On Semiconductor | 株式-IT | 0.49% | — | -12.72% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | — | — | |
| 29 | TWMUSD | Proshares Ultrashort R2000 | ETF-その他 | 0.46% | — | — | |
| 30 | F | Ford Motor Co | 株式-一般消費財 | 0.44% | — | -27.21% | |
| 31 | FAN | First Trust Global Wind Ener | ETF-その他 | 0.43% | — | — | |
| 32 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.42% | — | — | |
| 33 | TAN | Invesco Solar ETF | ETF-その他 | 0.41% | — | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.39% | — | -9.94% | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.38% | — | +0.08% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.37% | — | -3.43% | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 0.36% | — | -8.07% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.36% | — | -4.77% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.36% | — | -4.48% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | -5.98% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.36% | — | — | |
| 42 | ASB | Associated Banc-corp | 株式-金融 | 0.29% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | — |