CIK: 0001416692
申告総資産額
$6.6億
上位200銘柄を表示中（全328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 | 4.35% | — | +92.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.25% | — | +0.16% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 3.66% | — | -1.62% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.08% | — | +6.05% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.95% | — | +7.69% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.77% | — | -5.47% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.04% | — | -2.78% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.95% | — | +5.95% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.94% | — | -0.71% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.92% | — | -2.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.77% | — | +7.35% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.75% | — | -4.52% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.74% | — | -16.36% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.70% | — | +5.92% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.66% | — | -3.88% | |
| 16 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.55% | — | -5.41% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | +0.37% | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.18% | — | -0.51% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.03% | — | +37.04% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.01% | — | -2.60% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | — | +130.04% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | -7.73% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.93% | — | -5.11% | |
| 24 | LTCH | Latch INC | 株式-その他 | 0.92% | — | — | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.89% | — | +1.59% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.85% | — | +6.92% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | -1.55% | |
| 28 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.80% | — | +1.20% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.78% | — | -21.20% | |
| 30 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 0.71% | — | -32.26% | |
| 31 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型株・グロース | 0.71% | — | +1940.01% | |
| 32 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.68% | — | -0.67% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | +2.89% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | +3.35% | |
| 35 | BCE | Bce INC | 株式-通信サービス | 0.67% | — | -0.93% | |
| 36 | MDB | Mongodb INC | 株式-IT | 0.64% | — | — | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.62% | — | +98.33% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | — | +92.77% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +4.15% | |
| 40 | BX | Blackstone INC | 株式-金融 | 0.57% | — | +7.96% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | -4.30% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | -0.33% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.53% | — | +78.57% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.51% | — | — | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.50% | — | +3.71% | |
| 46 | BNDDUSD | Quadratic Deflation ETF | ETF-その他 | 0.49% | — | +121.63% | |
| 47 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.49% | — | +10.06% | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.48% | — | -2.76% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.47% | — | +49.07% | |
| 50 | IDRV | Ishares Self-driving Ev&tech | ETF-テック型 | 0.46% | — | +3.48% |