CIK: 0001163902
申告総資産額
$19.4億
上位200銘柄を表示中（全386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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.83% | +0.16% | -2.44% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.97% | — | -2.64% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 3.91% | +0.13% | +8.74% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.88% | -0.42% | -3.96% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.97% | -0.35% | +2.20% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 2.49% | +0.02% | -2.56% | |
| 7 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 2.25% | +0.05% | +1.07% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.19% | — | -1.60% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.40% | +11.38% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.71% | — | -11.03% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.33% | — | -0.58% | |
| 12 | TPYP | Tortoise North American Pipe | ETF-その他 | 1.32% | +0.17% | — | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.29% | — | +74.75% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.28% | +0.07% | +2.47% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.20% | +3.55% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.17% | — | +3.70% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.04% | -0.17% | -17.81% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | — | +4.51% | |
| 19 | KR | Kroger Co | 株式-生活必需品 | 0.96% | +0.11% | -1.10% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.13% | -3.08% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | +0.04% | +29.50% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.81% | — | -1.55% | |
| 23 | INTF | Ishares International Equity | ETF-その他 | 0.81% | — | -11.87% | |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.80% | — | +1.81% | |
| 25 | JBL | Jabil INC | 株式-IT | 0.77% | +0.07% | +8.95% | |
| 26 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.76% | — | -1.69% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | +0.16% | +47.57% | |
| 28 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.75% | — | -2.70% | |
| 29 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.74% | — | -1.24% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.71% | — | -4.34% | |
| 31 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.68% | — | +0.54% | |
| 32 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.68% | — | -6.53% | |
| 33 | AMP | Ameriprise Financial INC | 株式-金融 | 0.66% | — | -2.08% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -0.97% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +1.07% | |
| 36 | FOXA | Fox CORP - Class A | 株式-通信サービス | 0.60% | -0.17% | +0.64% | |
| 37 | EQH | Equitable Holdings INC | 株式-金融 | 0.59% | -0.12% | +2.62% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.12% | -4.47% | |
| 39 | UNM | Unum Group | 株式-金融 | 0.58% | — | +2.86% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -7.56% | |
| 41 | MFC | Manulife Financial CORP | 株式-金融 | 0.57% | — | -4.60% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.57% | — | -3.12% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +1.03% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.08% | +40.39% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.50% | — | -0.53% | |
| 46 | OMC | Omnicom Group | 株式-通信サービス | 0.46% | — | +1.00% | |
| 47 | PHM | Pultegroup INC | 株式-一般消費財 | 0.46% | — | -1.27% | |
| 48 | MTG | Mgic Investment CORP | 株式-金融 | 0.45% | — | +6.69% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -3.69% | |
| 50 | PCAR | Paccar INC | 株式-資本財 | 0.45% | — | +2.29% |