CIK: 0001416692
申告総資産額
$6.6億
上位200銘柄を表示中（全311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 | AAPL | Apple INC | 株式-IT | 4.48% | — | -0.98% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.93% | — | -1.35% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.87% | — | +5.05% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.91% | — | +2.59% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.62% | — | -1.73% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.41% | — | +0.61% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.29% | — | -0.40% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.05% | — | +1.60% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.01% | — | +1.93% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.01% | — | +9.48% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.93% | — | -30.16% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.79% | — | -1.55% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.77% | — | -1.71% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.71% | — | +27.06% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.57% | — | -1.19% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.50% | — | -2.22% | |
| 17 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.28% | — | -0.80% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | -10.15% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.13% | — | +4.58% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.08% | — | +15.18% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.98% | — | +0.94% | |
| 22 | LVHI | Franklin International Low V | ETF-その他 | 0.97% | — | +40.34% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | -1.47% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.96% | — | +6.40% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.91% | — | +1.47% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | -5.93% | |
| 27 | SNOW | Snowflake INC | 株式-IT | 0.76% | — | — | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.75% | — | +29.63% | |
| 29 | LBAY | Leatherback Long/short Alt Y | ETF-その他 | 0.74% | — | +0.37% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.73% | — | +12.89% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.73% | — | +85.55% | |
| 32 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.71% | — | +9.18% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.64% | — | -15.84% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | — | +4.98% | |
| 35 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.63% | — | -0.32% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | -1.92% | |
| 37 | BCE | Bce INC | 株式-通信サービス | 0.60% | — | +0.11% | |
| 38 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.58% | — | -1.35% | |
| 39 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.58% | — | — | |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.57% | — | +4.07% | |
| 41 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.56% | — | -28.47% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | -3.20% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | -1.42% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.52% | — | -19.30% | |
| 45 | BX | Blackstone INC | 株式-金融 | 0.48% | — | -0.30% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -2.38% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.48% | — | +30.99% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | — | +4.48% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | +3.64% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | -3.71% |