CIK: 0001506294
申告総資産額
$8.2億
上位200銘柄を表示中（全225銘柄）
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 18.38% | -0.63% | +3.16% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 11.98% | +2.99% | +20.36% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.55% | -0.97% | -13.84% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.73% | -0.46% | -4.78% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.79% | — | -5.21% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 3.87% | -0.19% | -3.68% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.15% | +1.51% | -42.74% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.74% | -0.53% | -9.72% | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.65% | +0.11% | -1.98% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.60% | -0.20% | -4.92% | |
| 11 | FLXS | Flexsteel Inds | 株式-その他 | 1.52% | — | -7.09% | |
| 12 | MOFG | Midwestone Financial Group I | 株式-その他 | 1.09% | +0.08% | -1.14% | |
| 13 | REET | Ishares Global Reit ETF | ETF-その他 | 0.98% | — | +27.91% | |
| 14 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.81% | -0.14% | — | |
| 15 | URI | United Rentals INC | 株式-資本財 | 0.80% | — | +16.01% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.75% | — | +0.14% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.69% | — | -1.26% | |
| 18 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.60% | -0.11% | +51.23% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.56% | +0.16% | -53.73% | |
| 20 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.56% | -0.23% | -0.22% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.12% | -0.22% | |
| 22 | DCH | Dauch Corporation | 株式-その他 | 0.50% | — | +98.97% | |
| 23 | C | Citigroup INC | 株式-金融 | 0.49% | — | +17.77% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.48% | -0.12% | -0.96% | |
| 25 | ✓ | 株式-その他 | 0.48% | -0.12% | +12.05% | ||
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.12% | +10.76% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.43% | — | -0.74% | |
| 28 | M | Macy's INC | 株式-一般消費財 | 0.40% | -0.14% | -18.36% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.39% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | — | +24.58% | |
| 31 | MU | Micron Technology INC | 株式-IT | 0.39% | — | -20.43% | |
| 32 | GPN | Global Payments INC | 株式-資本財 | 0.39% | — | -1.96% | |
| 33 | VIAB | Viacom Inc-class B | 株式-その他 | 0.37% | — | +98.75% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.37% | — | -0.69% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | -36.51% | |
| 36 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.35% | — | +1.15% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | — | +0.02% | |
| 38 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.33% | -0.13% | -1.10% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.30% | — | -5.38% | |
| 40 | AIZ | Assurant INC | 株式-金融 | 0.30% | -0.10% | +17.05% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | — | |
| 42 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.29% | -0.09% | -0.10% | |
| 43 | OTEX | Open Text CORP | 株式-その他 | 0.28% | — | +3.98% | |
| 44 | ✓ | 株式-その他 | 0.27% | — | -0.22% | ||
| 45 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.27% | -0.10% | +58.78% | |
| 46 | HO1 | Hologic INC | 株式-その他 | 0.27% | — | -0.99% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | -2.61% | |
| 48 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.27% | -0.10% | -2.31% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.27% | — | -7.01% | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.25% | — | -8.26% |