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 | 28.64% | — | -15.86% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 21.92% | — | -0.61% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 15.75% | — | +1779.87% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 13.69% | — | — | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.92% | — | +3.39% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.35% | — | +2.09% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | — | +1.36% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.18% | — | +7.48% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -9.53% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.91% | — | +6.07% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 0.68% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 0.66% | — | — | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | — | |
| 14 | F | Ford Motor Co | 株式-一般消費財 | 0.50% | — | — | |
| 15 | ENPH | Enphase Energy INC | 株式-IT | 0.49% | — | +12.55% | |
| 16 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.49% | — | — | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.47% | — | — | |
| 18 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.45% | — | — | |
| 19 | ON | On Semiconductor | 株式-IT | 0.44% | — | -8.85% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 0.43% | — | — | |
| 21 | HQY | Healthequity INC | 株式-ヘルスケア | 0.43% | — | — | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.41% | — | -3.12% | |
| 23 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.41% | — | -3.09% | |
| 24 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.41% | — | — | |
| 25 | GRMN | Garmin Ltd. | 株式-IT | 0.39% | — | — | |
| 26 | STX | Seagate Technology Holdings plc | 株式-IT | 0.39% | — | — | |
| 27 | TWLO | Twilio INC - A | 株式-IT | 0.38% | — | — | |
| 28 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.36% | — | +12.59% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | — | -1.75% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.35% | — | — | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.34% | — | -3.57% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.31% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.30% | — | — | |
| 35 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.29% | — | — | |
| 36 | XLB | Ss Materials Select Sector | ETF-その他 | 0.28% | — | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | — |