CIK: 0001416692
申告総資産額
$6.6億
上位200銘柄を表示中（全299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 | 4.74% | — | +9.86% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.26% | — | -0.85% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.23% | — | -4.82% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.93% | — | -0.17% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.48% | — | +1.37% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.33% | — | +14.14% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.28% | — | +5.22% | |
| 8 | ZM | Zoom Communications INC | 株式-IT | 2.28% | — | +3571.23% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.17% | — | +26.22% | |
| 10 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 2.07% | — | -6.02% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.00% | — | -5.74% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.95% | — | -2.53% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.85% | — | -14.94% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.80% | — | -1.37% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.70% | — | -3.11% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.59% | — | +20.61% | |
| 17 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.48% | — | +8.88% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | — | +0.68% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.41% | — | +12.34% | |
| 20 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.40% | — | +449.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | — | -2.98% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.03% | — | +0.44% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | +41.16% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | -2.21% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.92% | — | -3.97% | |
| 26 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.89% | — | +2.77% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.86% | — | -8.67% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.84% | — | -5.09% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | +2.55% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | -4.76% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | -6.22% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.70% | — | -0.95% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | — | +96.85% | |
| 34 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.70% | — | +34.52% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.69% | — | +27.06% | |
| 36 | BCE | Bce INC | 株式-通信サービス | 0.68% | — | +12.90% | |
| 37 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.65% | — | +1094.60% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | — | +3.01% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.59% | — | +156.16% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | — | -2.47% | |
| 41 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.53% | — | — | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.52% | — | -0.74% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.47% | — | +62.38% | |
| 44 | GAA | Cambria Global Asset Allocat | ETF-その他 | 0.47% | — | -6.75% | |
| 45 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | -3.37% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -1.16% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | — | -4.86% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | — | -12.29% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +2.74% | |
| 50 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.44% | — | +14.09% |