CIK: 0001259664
申告総資産額
$7.6億
上位200銘柄を表示中（全848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 | 11.69% | — | +23.20% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.86% | — | +1.47% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.93% | — | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.53% | — | -4.65% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.45% | — | -24.29% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.16% | — | -12.62% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.12% | — | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.61% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.43% | — | +1.76% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.38% | — | — | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.91% | — | -0.58% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.87% | — | -14.45% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.74% | — | — | |
| 14 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.61% | — | -15.69% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.46% | — | -23.16% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.95% | — | +354.91% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.86% | — | -16.81% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.85% | — | +1.93% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.83% | — | +13.15% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | +20.14% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +8.81% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | +19.79% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | +11.70% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.53% | — | -35.76% | |
| 25 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.50% | — | +9.32% | |
| 26 | AXP | American Express Co | 株式-金融 | 0.47% | — | -1.99% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | — | +6.97% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.44% | — | +4.59% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | +20.19% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | +12.39% | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | +11.85% | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 0.43% | — | +16.88% | |
| 33 | NOW | Servicenow INC | 株式-IT | 0.42% | — | +17.72% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.39% | — | -29.22% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.39% | — | -2.21% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.38% | — | +5.68% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.38% | — | +21.19% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.37% | — | -4.27% | |
| 39 | EXK | Exact Sciences CORP | 株式-素材 | 0.36% | — | +17.92% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.36% | — | +13.76% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +5.68% | |
| 42 | XYZ | Block INC | 株式-金融 | 0.35% | — | +17.70% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +5.67% | |
| 44 | RNG | Ringcentral Inc-class A | 株式-IT | 0.32% | — | +19.59% | |
| 45 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.31% | — | +17.95% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.31% | — | +3.95% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.31% | — | +5.67% | |
| 48 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.31% | — | +5.68% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +5.68% | |
| 50 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.30% | — | +55.85% |