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 | 41.34% | — | +2176.74% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 28.46% | — | -4.19% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.01% | — | -5.17% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.78% | — | -7.33% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.05% | — | -6.96% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.79% | — | +2.78% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | — | +3.18% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.54% | — | -94.93% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | — | — | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.16% | — | +4.79% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.12% | — | -6.25% | |
| 12 | ETN | Eaton Corporation plc | 株式-資本財 | 0.81% | — | — | |
| 13 | DXD | Proshares Ultrashort Dow30 | ETF-その他 | 0.80% | — | — | |
| 14 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.79% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 0.78% | — | — | |
| 16 | ENPH | Enphase Energy INC | 株式-IT | 0.76% | — | +24.88% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | — | -12.76% | |
| 18 | OLED | Universal Display CORP | 株式-IT | 0.66% | — | -22.32% | |
| 19 | CRUS | Cirrus Logic INC | 株式-IT | 0.64% | — | -23.83% | |
| 20 | TWMUSD | Proshares Ultrashort R2000 | ETF-その他 | 0.64% | — | +23.05% | |
| 21 | ON | On Semiconductor | 株式-IT | 0.59% | — | — | |
| 22 | KR | Kroger Co | 株式-生活必需品 | 0.58% | — | — | |
| 23 | EXR | Extra Space Storage INC | 株式-不動産 | 0.57% | — | — | |
| 24 | HLIT | Harmonic INC | 株式-その他 | 0.56% | — | — | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 0.56% | — | — | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.55% | — | -14.00% | |
| 27 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.54% | — | +158.06% | |
| 28 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.54% | — | -13.45% | |
| 29 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.53% | — | — | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.44% | — | -3.99% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | — | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.44% | — | — |