CIK: 0000816192
申告総資産額
$5.3億
| # | 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 | 7.98% | +0.11% | -0.39% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 5.19% | +0.05% | +5.79% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.48% | +0.30% | +1.29% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.41% | -1.38% | +0.40% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.39% | +0.03% | +0.83% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.75% | — | +0.07% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.55% | — | +0.05% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.35% | +0.03% | +8.36% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.17% | — | +2.33% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.16% | +0.15% | -0.07% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.96% | +0.22% | -1.77% | |
| 12 | LEG | Leggett & Platt INC | 株式-一般消費財 | 2.96% | — | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.70% | — | -0.82% | |
| 14 | AWK | American Water Works Co INC | 株式-公益事業 | 2.45% | -0.22% | +2.47% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.40% | — | -28.58% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.05% | -0.88% | -8.94% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.64% | -0.32% | -2.46% | |
| 18 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 1.49% | — | +0.11% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.49% | — | -1.39% | |
| 20 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.36% | +0.92% | +8.82% | |
| 21 | DBO | Invesco Db Oil Fund | ETF-その他 | 1.24% | — | +15.02% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.94% | +0.09% | -0.96% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -1.59% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.05% | -0.61% | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.74% | +0.60% | -28.32% | |
| 26 | SCOUSD | Proshares Ultrashort Bloombe | ETF-その他 | 0.73% | — | +41.62% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -2.17% | |
| 28 | HTO | H2o America | 株式-その他 | 0.73% | -0.17% | -1.27% | |
| 29 | AWR | American States Water Co | 株式-公益事業 | 0.73% | -0.21% | -11.09% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.72% | — | +15.36% | |
| 31 | CWT | California Water Service Grp | 株式-公益事業 | 0.70% | -0.22% | +0.69% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | +0.17% | -1.35% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.65% | — | +6.42% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -0.81% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | +27.29% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.61% | — | +2.18% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.59% | — | +4.13% | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.55% | — | +8.71% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.50% | — | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +1.84% | |
| 41 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.46% | — | +13.32% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | — | +40.39% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.45% | — | +112.62% | |
| 45 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.43% | — | — | |
| 46 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.43% | — | — | |
| 47 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.42% | -0.59% | EXIT | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.38% | — | -2.52% | |
| 50 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.36% | — | +15.30% |