CIK: 0000816192
申告総資産額
$5.3億
上位200銘柄を表示中（全486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 | 8.02% | +0.11% | +3.65% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.18% | +0.03% | +5.21% | |
| 3 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 4.17% | +0.05% | +25.87% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.05% | +0.30% | +1.25% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.81% | — | +51.76% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.71% | — | -1.76% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.37% | — | +10.54% | |
| 8 | LEG | Leggett & Platt INC | 株式-一般消費財 | 3.16% | — | — | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.15% | -1.38% | -36.39% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.98% | — | +58.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.88% | +0.22% | +0.34% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.87% | +0.15% | +5.94% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.87% | +0.03% | +14.08% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.65% | -0.88% | -0.53% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.50% | — | +4.31% | |
| 16 | AWK | American Water Works Co INC | 株式-公益事業 | 2.19% | -0.22% | -4.52% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.42% | -0.32% | +2.50% | |
| 18 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 1.33% | — | -1.04% | |
| 19 | DBO | Invesco Db Oil Fund | ETF-その他 | 1.20% | — | +234.74% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | +0.09% | +3.96% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.90% | +0.92% | +10.61% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.85% | +0.60% | +26.74% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.05% | +34.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | -0.11% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -2.87% | |
| 27 | CWT | California Water Service Grp | 株式-公益事業 | 0.68% | -0.22% | -11.83% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | +0.17% | +5.44% | |
| 29 | AWR | American States Water Co | 株式-公益事業 | 0.68% | -0.21% | -4.06% | |
| 30 | HTO | H2o America | 株式-その他 | 0.67% | -0.17% | -6.14% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.67% | — | -0.37% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.60% | — | +6.00% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.59% | — | +5.73% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | — | -6.49% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.54% | — | +3.20% | |
| 36 | SCOUSD | Proshares Ultrashort Bloombe | ETF-その他 | 0.51% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.50% | — | — | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.50% | — | +7.00% | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.45% | — | +29.29% | |
| 40 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.45% | — | +2.30% | |
| 41 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.44% | — | -20.15% | |
| 42 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.44% | — | +14.18% | |
| 43 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.42% | — | +12.96% | |
| 44 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.42% | — | — | |
| 45 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.41% | -0.59% | EXIT | |
| 46 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.41% | — | +17.92% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | -10.11% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.40% | — | -16.22% | |
| 49 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.40% | — | +16.51% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | — |