CIK: 0001163902
申告総資産額
$19.4億
上位200銘柄を表示中（全331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 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 4.28% | -0.42% | +6.58% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.22% | +0.16% | +4.80% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.21% | — | +4.35% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.03% | — | +3.25% | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.13% | +0.02% | +5.10% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.67% | -0.35% | -2.55% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.44% | — | +7.36% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.85% | — | +17.54% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.80% | +0.07% | -28.31% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.76% | — | +9.43% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.40% | -5.26% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.48% | — | -1.88% | |
| 13 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.21% | — | -7.83% | |
| 14 | TGT | Target CORP | 株式-一般消費財 | 1.16% | +0.08% | -3.43% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.13% | -0.17% | -1.46% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.12% | — | +3.82% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.07% | — | +6.03% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.05% | — | +13.27% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.96% | — | -5.46% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | +0.10% | -1.91% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.13% | -8.87% | |
| 22 | CPT | Camden Property Trust | 株式-不動産 | 0.90% | — | -5.27% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | -0.35% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.20% | +4.26% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | — | +2.40% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.88% | — | -1.18% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | +9.48% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | -0.82% | |
| 29 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.83% | — | +24.88% | |
| 30 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.81% | — | -1.70% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +0.43% | |
| 32 | LXPUSD | Lxp Industrial Trust | 株式-その他 | 0.76% | — | -0.39% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.75% | — | +0.51% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.72% | — | -9.69% | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.70% | +0.13% | +8.15% | |
| 36 | KR | Kroger Co | 株式-生活必需品 | 0.69% | +0.11% | -2.92% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 0.68% | — | -0.98% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | -3.00% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.06% | -2.01% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.65% | — | +2.29% | |
| 41 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.65% | — | -4.37% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | +0.16% | +5.23% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.64% | — | -2.57% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -0.45% | |
| 45 | INTF | Ishares International Equity | ETF-その他 | 0.60% | — | -4.56% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | -3.49% | |
| 47 | DHI | Dr Horton INC | 株式-一般消費財 | 0.58% | — | -3.83% | |
| 48 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.56% | — | +2.35% | |
| 49 | PCH | Potlatchdeltic CORP | 株式-その他 | 0.54% | — | -2.23% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.52% | — | -3.24% |