CIK: 0001278573
申告総資産額
$38.5億
上位200銘柄を表示中（全506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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.75% | -0.25% | +1713.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.27% | -0.22% | -0.83% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.10% | +0.19% | -27.82% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.03% | — | -0.71% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.45% | -0.25% | -0.11% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.89% | +0.07% | +1.90% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.56% | -0.49% | +0.35% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.42% | -0.20% | -1.92% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.40% | — | -16.10% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.33% | +0.08% | -19.81% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.31% | +0.29% | -1.27% | |
| 12 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.30% | +0.11% | -1.51% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.85% | +0.06% | +1.03% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.74% | — | +0.98% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | -0.14% | +15.13% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.64% | — | +2.44% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.62% | -0.17% | +0.35% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.22% | -1.34% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.57% | +0.26% | +1.79% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.05% | +0.61% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.53% | -0.06% | +0.85% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.50% | +0.61% | -1.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.29% | +1.98% | |
| 24 | AFL | Aflac INC | 株式-金融 | 1.46% | — | +0.65% | |
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 1.41% | — | +0.65% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.34% | — | +1.18% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | — | -2.57% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.30% | — | -5.88% | |
| 29 | FTV | Fortive CORP | 株式-IT | 1.30% | — | +2.61% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 1.29% | +0.16% | -2.37% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.21% | — | -26.39% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.18% | +0.11% | -13.46% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.12% | -0.11% | +3.04% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | +0.15% | -0.40% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.91% | — | -5.08% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.90% | — | +98.66% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.89% | -0.30% | +180.14% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.84% | -0.18% | +0.01% | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.84% | — | -17.99% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 0.76% | — | +2.10% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.72% | — | +2.60% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.69% | — | -1.57% | |
| 43 | IDV | Ishares International Select | ETF-その他 | 0.62% | — | +1.39% | |
| 44 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.62% | — | +5.11% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.61% | — | -10.06% | |
| 46 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.61% | — | -19.72% | |
| 47 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.59% | — | -19.46% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.58% | — | +2.17% | |
| 49 | ROST | Ross Stores INC | 株式-一般消費財 | 0.56% | +0.10% | -0.58% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | -0.39% |