CIK: 0001714506
申告総資産額
$6.7億
上位200銘柄を表示中（全525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 U.S. Dividend Equity ETF | ETF-その他 | 23.90% | — | -4.70% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 16.76% | — | +1.19% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.18% | — | -11.46% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 5.56% | — | -11.13% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 5.43% | — | -14.53% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.52% | — | +9.01% | |
| 7 | ✓ | Rydex ETF Trust | ETF-その他 | 4.29% | — | — | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.99% | +2.84% | — | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.90% | — | +18.62% | |
| 10 | GOLD | Gold.com, Inc. | 株式-その他 | 3.25% | — | +810.07% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.96% | — | -11.12% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.21% | -0.02% | +34.81% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.16% | — | — | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | -0.03% | EXIT | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +114.49% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +633.98% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 0.38% | — | +1.02% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.37% | +0.03% | NEW | |
| 19 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.35% | — | +451.85% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +108.14% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | +6.84% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.28% | — | +993.24% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | — | +0.65% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | -3.90% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | +0.03% | +123.08% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.25% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | +0.13% | |
| 28 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.22% | — | — | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.20% | +0.05% | -18.88% | |
| 32 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.18% | — | +357.61% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | +507.65% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | — | +0.16% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | — | -1.50% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.15% | — | — | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.14% | — | -22.98% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.13% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.13% | +0.03% | +56.59% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.13% | — | +612.90% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.13% | — | -18.71% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.13% | — | +18.54% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | — | -10.26% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.12% | — | — | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.12% | — | -1.96% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.12% | — | -1.85% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.12% | — | — | |
| 49 | TCEHY | Tencent Holdings Ltd-uns Adr | 株式-その他 | 0.12% | — | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.11% | +0.04% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOLD | Gold.com, Inc. | +2.9% | +810.07% | 増加 |
| 2 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +18.62% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +633.98% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | +34.81% | 増加 |
| 5 | BTI | British American Tob-sp Adr | +0.3% | +451.85% | 増加 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +993.24% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +114.49% | 増加 |
| 8 | T | At&t INC | +0.2% | +200.00% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +108.14% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | +507.65% | 増加 |
| 11 | APC3EUR | Anadarko Petroleum CORP | +0.1% | +357.61% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +123.08% | 増加 |
| 13 | PFE | Pfizer INC | +0.1% | +33.96% | 増加 |
| 14 | TIP | Ishares Tips Bond ETF | +0.1% | +612.90% | 増加 |
| 15 | SCHP | Schwab U.s. Tips ETF | 0% | +9.01% | 増加 |
| 16 | FDS | Factset Research Systems INC | -0.1% | -98.55% | 減少 |
| 17 | LEA | Lear CORP | -0.1% | -98.54% | 減少 |
| 18 | SNI | Scripps Networks Inter-cl A | -0.1% | -98.54% | 減少 |
| 19 | SBUX | Starbucks CORP | -0.1% | -75.63% | 減少 |
| 20 | PRI | Primerica INC | -0.1% | -98.49% | 減少 |
| 21 | UVE | Universal Insurance Holdings | -0.1% | -98.49% | 減少 |
| 22 | AOS | Smith (a.o.) CORP | -0.1% | -98.50% | 減少 |
| 23 | HCKT | Hackett Group Inc/the | -0.1% | -98.46% | 減少 |
| 24 | LCII | Lci Industries | -0.1% | -98.51% | 減少 |
| 25 | PMDUSD | Psychemedics CORP | -0.1% | -98.60% | 減少 |
| 26 | ✓ | Hff INC Cl A | -0.1% | -98.55% | 減少 |
| 27 | CRI | Carter's INC | -0.1% | -98.54% | 減少 |
| 28 | KR | Kroger Co | -0.1% | -96.55% | 減少 |
| 29 | BMY | Bristol-myers Squibb Co | -0.2% | -96.24% | 減少 |
| 30 | THO | Thor Industries INC | -0.2% | -97.35% | 減少 |
| 31 | GILD | Gilead Sciences INC | -0.2% | -81.59% | 減少 |
| 32 | NTES | Netease Inc-adr | -0.2% | -89.07% | 減少 |
| 33 | SWKS | Skyworks Solutions INC | -0.2% | -98.38% | 減少 |
| 34 | HAS | Hasbro INC | -0.2% | -91.72% | 減少 |
| 35 | LUV | Southwest Airlines Co | -0.2% | -97.11% | 減少 |
| 36 | LAZ | Lazard, Inc. | -0.2% | -98.48% | 減少 |
| 37 | MCK | Mckesson CORP | -0.2% | -98.45% | 減少 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -68.16% | 減少 |
| 39 | GNTX | Gentex CORP | -0.3% | -98.50% | 減少 |
| 40 | WOO | Foot Locker INC | -0.3% | -98.51% | 減少 |
| 41 | SCHF | Schwab Intl Equity ETF | -0.6% | +1.19% | 増加 |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -1.2% | -14.53% | 減少 |
| 43 | SCHH | Schwab US Reit ETF | -1.4% | -11.13% | 減少 |
| 44 | SCHM | Schwab US Mid Cap ETF | -1.4% | -11.46% | 減少 |
| 45 | SCHD | Schwab U.S. Dividend Equity ETF | -2.9% | -4.70% | 減少 |
| 46 | ✓ | Rydex ETF Trust | — | NEW | 新規購入 |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新規購入 |
| 48 | REYN | Reynolds Consumer Products Inc. | — | EXIT | 全売却 |
| 49 | SCHC | Schwab Intl Small-cap Equity | — | NEW | 新規購入 |
| 50 | TCEHY | Tencent Holdings Ltd-uns Adr | — | NEW | 新規購入 |