CIK: 0001660203
申告総資産額
$10.0億
上位200銘柄を表示中(全657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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.22% | — | +16.95% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 6.48% | — | +0.78% | |
| 3 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 6.44% | — | -1.37% | |
| 4 | ✓ | Ishares Tr | 株式-その他 | 5.39% | — | +1.91% | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 5.18% | — | — | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 4.20% | — | +2.24% | |
| 7 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 4.09% | — | — | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.12% | — | +35.43% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.08% | — | -16.73% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.78% | — | -17.71% | |
| 11 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.24% | — | — | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.70% | — | -1.73% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.59% | — | +3.40% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.33% | — | -9.07% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.23% | — | -5.95% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.95% | — | -15.45% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -5.98% | |
| 18 | MMM | 3m Co | 株式-資本財 | 0.76% | — | +5.63% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.73% | — | +5.58% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | +0.32% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | +11.16% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | +3.32% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | -12.61% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.67% | — | +20.62% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | — | -3.01% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.61% | — | +3.55% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | -3.73% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +21.76% | |
| 29 | TGT | Target CORP | 株式-一般消費財 | 0.51% | — | +9.85% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.50% | — | +1.47% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | -4.01% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | +19.23% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.47% | — | +30.20% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -3.30% | |
| 35 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.46% | — | -0.17% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.46% | — | +1.91% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | — | +2.45% | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.44% | — | -5.36% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.43% | — | +5.78% | |
| 40 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.43% | — | +1.50% | |
| 41 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.42% | — | -6.08% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +64.75% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.41% | — | -6.93% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.41% | — | +16.43% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +12.48% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | +2.84% | |
| 47 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.40% | — | +8.09% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | +6.66% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.39% | — | +15.67% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | +0.32% |