CIK: 0001066816
申告総資産額
$9.0億
上位200銘柄を表示中（全566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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 18.09% | -0.97% | +0.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.57% | -0.66% | -0.60% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.92% | — | -21.77% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.08% | -0.11% | -2.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.44% | -0.28% | -2.40% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.16% | -0.22% | +1.56% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.36% | — | -5.95% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.32% | -0.16% | -6.97% | |
| 9 | JMSB | John Marshall Bancorp INC | 株式-その他 | 1.95% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 1.91% | +0.22% | -4.08% | |
| 11 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.54% | — | +85.60% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.41% | -0.06% | +3.24% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.13% | — | +15.38% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.10% | — | -78.54% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.07% | — | -5.55% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.13% | -1.97% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.22% | -1.25% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | — | +6.66% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.12% | -0.37% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | -0.04% | -3.27% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.07% | +1.85% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +5.44% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | -4.75% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -2.60% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -0.11% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | +39.24% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.06% | -0.26% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | +0.02% | +1.56% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | -8.73% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | -0.49% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | — | -2.79% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | -1.12% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | -6.58% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | -2.72% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +1.72% | |
| 37 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.31% | — | -0.32% | |
| 38 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.30% | — | -30.86% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.30% | +0.11% | +49.44% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | -5.58% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.29% | — | +9.40% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | -6.94% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.07% | +5.07% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | +0.11% | -7.18% | |
| 45 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.26% | — | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.03% | +1.28% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.25% | — | -12.25% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | -14.88% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.23% | +0.02% | -4.42% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | — |