CIK: 0001416692
申告総資産額
$6.6億
上位200銘柄を表示中(全322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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.93% | — | +3.37% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.86% | — | -1.57% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.69% | — | +0.27% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.92% | — | +17.88% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.79% | — | -15.21% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.73% | — | -2.38% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.44% | — | +0.88% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.03% | — | +0.84% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.00% | — | +0.34% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.87% | — | -8.12% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.61% | — | -1.13% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.57% | — | +0.07% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.53% | — | -1.26% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | — | +0.03% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.47% | — | -4.27% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.47% | — | -0.45% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.37% | — | +11.67% | |
| 18 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.34% | — | -2.69% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.08% | — | +4.18% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | -0.35% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | -1.21% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.91% | — | +0.86% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.90% | — | +41.12% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.87% | — | +4.07% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | — | -0.21% | |
| 26 | LBAY | Leatherback Long/short Alt Y | ETF-その他 | 0.82% | — | +58.75% | |
| 27 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.81% | — | +1.38% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.74% | — | -13.77% | |
| 29 | SNOW | Snowflake INC | 株式-IT | 0.73% | — | — | |
| 30 | LVHI | Franklin International Low V | ETF-その他 | 0.68% | — | +140.95% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.66% | — | +16.27% | |
| 32 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.66% | — | -12.27% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | +0.28% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.64% | — | -17.86% | |
| 35 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.63% | — | -12.60% | |
| 36 | BTAL | Agf US Market Neutral Anti-b | ETF-その他 | 0.63% | — | +17.83% | |
| 37 | BCE | Bce INC | 株式-通信サービス | 0.60% | — | +0.58% | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.60% | — | +75.50% | |
| 39 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.58% | — | -3.60% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | +0.21% | |
| 41 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.57% | — | +209.86% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.57% | — | +128.03% | |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.55% | — | -9.48% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -1.88% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.53% | — | +4.25% | |
| 46 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型株・グロース | 0.51% | — | -21.89% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +0.56% | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.46% | — | -0.83% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | +64.89% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +3.41% |