CIK: 0000866590
申告総資産額
$5.6億
上位200銘柄を表示中（全593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 | 16.89% | +0.90% | -2.34% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 11.43% | -0.86% | +0.01% | |
| 3 | INKM | Ss Income Allocation ETF | ETF-その他 | 10.36% | — | -1.68% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 9.37% | — | -5.35% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.00% | -0.02% | -5.66% | |
| 6 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 4.91% | — | -4.38% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.54% | +0.02% | -8.41% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.82% | — | -13.95% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.65% | — | -3.09% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.09% | — | +2.47% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.65% | +0.06% | -0.51% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | — | -6.05% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.26% | +0.02% | +20.41% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.20% | +0.10% | -3.25% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.20% | -0.11% | -5.65% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.14% | — | +0.84% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | — | -9.71% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -3.36% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.92% | — | — | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -0.28% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | +1.28% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | -3.33% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +1.58% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -5.68% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.50% | — | +34.84% | |
| 26 | ASTH | Astrana Health INC | 株式-その他 | 0.46% | — | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.41% | — | -5.96% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.40% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | -1.22% | |
| 30 | EIX | Edison International | 株式-公益事業 | 0.39% | — | -24.22% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | +0.02% | +9.53% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.29% | — | +2.46% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.28% | — | +0.32% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | +34.36% | |
| 36 | KMPR | Kemper CORP | 株式-その他 | 0.18% | — | — | |
| 37 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.18% | — | -3.29% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.15% | — | -0.28% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.15% | +0.14% | -4.57% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | +0.06% | -0.40% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | — | +14.95% | |
| 42 | BSTC | Biospecifics Technologies Ll | 株式-その他 | 0.14% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.24% | -2.70% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.13% | — | — | |
| 46 | SRE | Sempra | 株式-公益事業 | 0.13% | — | — | |
| 47 | TDY | Teledyne Technologies INC | 株式-IT | 0.12% | — | -5.43% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.12% | — | -1.61% | |
| 49 | CW | Curtiss-wright CORP | 株式-資本財 | 0.11% | — | — | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.11% | — | — |