CIK: 0001554815
申告総資産額
$1.6億
| # | 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 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 26.17% | — | +14.08% | |
| 2 | ✓ | Powershares Global ETF Trust | ETF-その他 | 13.55% | — | — | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 13.19% | — | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 13.07% | — | -3.40% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 8.76% | — | -41.41% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-その他 | 8.21% | — | +147.77% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.67% | — | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.41% | — | +35.30% | |
| 9 | XLB | Ss Materials Select Sector | ETF-その他 | 3.81% | — | +17.00% | |
| 10 | T | At&t INC | 株式-通信サービス | 0.49% | — | +0.70% | |
| 11 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.23% | — | — | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +0.53% | |
| 13 | GIS | General Mills INC | 株式-生活必需品 | 0.21% | — | +0.67% | |
| 14 | ITW | Illinois Tool Works | 株式-資本財 | 0.21% | — | — | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | — | |
| 16 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.17% | — | +0.07% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.15% | — | — | |
| 18 | BAX | Baxter International INC | 株式-ヘルスケア | 0.11% | — | — | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.09% | — | +0.31% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.08% | — | +0.40% | |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.08% | — | +22.10% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.07% | — | +0.49% | |
| 24 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.06% | — | -99.64% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.06% | — | — | |
| 26 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.05% | — | +0.30% | |
| 27 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.05% | — | +0.51% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.05% | — | — | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.05% | — | +282.28% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.05% | — | +0.18% | |
| 31 | PRU | Prudential Financial INC | 株式-金融 | 0.05% | — | +0.52% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.04% | — | +115.15% | |
| 33 | SWKS | Skyworks Solutions INC | 株式-IT | 0.04% | — | +0.39% | |
| 34 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.04% | — | +0.86% | |
| 35 | EXC | Exelon CORP | 株式-公益事業 | 0.04% | — | -14.09% | |
| 36 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.04% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.03% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.03% | — | +147.06% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.03% | — | +0.56% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.03% | — | +0.65% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.03% | — | +0.17% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.03% | — | — | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.03% | — | — | |
| 44 | LDOS | Leidos Holdings INC | 株式-IT | 0.03% | — | — | |
| 45 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.03% | — | — | |
| 46 | EQIX | Equinix INC | 株式-不動産 | 0.03% | — | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.02% | — | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.02% | — | — | |
| 49 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.02% | — | — | |
| 50 | RTN1USD | Raytheon Company | 株式-その他 | 0.02% | — | +0.47% |