CIK: 0001416692
申告総資産額
$6.6億
上位200銘柄を表示中（全986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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.99% | — | -0.64% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.99% | — | +2.05% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.63% | — | -3.87% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.07% | — | -1.39% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.81% | — | +8.85% | |
| 6 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 2.78% | — | -2.86% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.77% | — | +1.29% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.61% | — | +0.53% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.45% | — | -3.13% | |
| 10 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.44% | — | -3.44% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.07% | — | -1.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.84% | — | -85.32% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.54% | — | +7.26% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.48% | — | -4.38% | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.48% | — | +2.39% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.21% | — | -2.18% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | — | -4.25% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.17% | — | -3.14% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.15% | — | +5.59% | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.11% | — | +3.14% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.09% | — | -1.67% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.93% | — | -0.70% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | +16.21% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | -4.63% | |
| 25 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.85% | — | -37.33% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | -1.90% | |
| 27 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.83% | — | +42.25% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +11.16% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | — | +9.57% | |
| 30 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.77% | — | +20.88% | |
| 31 | GAA | Cambria Global Asset Allocat | ETF-その他 | 0.76% | — | +12.43% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.71% | — | +36.19% | |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.70% | — | +2.79% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.66% | — | -76.36% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | -4.28% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | +44.54% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.61% | — | +7.58% | |
| 38 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | -3.44% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | — | +0.68% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.59% | — | +3.76% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.57% | — | — | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.56% | — | -6.04% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.55% | — | -1.50% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +34.92% | |
| 45 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.53% | — | +8.63% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | — | -0.24% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | -1.08% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.46% | — | -84.38% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.45% | — | +2.38% | |
| 50 | MKL | Markel Group INC | 株式-金融 | 0.44% | — | -4.52% |