CIK: 0001379995
申告総資産額
$50.5億
上位200銘柄を表示中（全283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 | 23.82% | -1.52% | +15.06% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 11.12% | -0.03% | -0.38% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.57% | — | +7181.81% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | -0.06% | -1.91% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.95% | — | -74.07% | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.71% | — | -7.83% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | +0.04% | -9.43% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.47% | — | -1.08% | |
| 9 | TSS | Total System Services INC | 株式-その他 | 1.42% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 1.41% | -0.21% | +7.53% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | +6.21% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | -0.07% | +2.63% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.91% | — | -3.68% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.85% | — | -0.07% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | -0.04% | +1.46% | |
| 16 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.85% | — | -1.20% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 0.83% | — | +1.57% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | -0.06% | +2.27% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | -4.56% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +0.13% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.06% | +5.26% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +6.76% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.63% | — | -2.17% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.61% | — | +0.15% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.16% | -0.28% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +15.49% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -0.73% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | -0.02% | -9.04% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +0.17% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +4.65% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | -0.08% | +9.33% | |
| 32 | CSFLUSD | Centerstate Bank CORP | 株式-その他 | 0.50% | — | -7.91% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | +20.00% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +1.06% | |
| 35 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 0.41% | — | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | +0.56% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | +14.68% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | — | +7.86% | |
| 39 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.39% | — | +7.19% | |
| 40 | VLY | Valley National Bancorp | 株式-金融 | 0.39% | — | +5.38% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | +1.09% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.37% | — | +1.39% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.36% | +0.03% | +6.76% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | +8.15% | |
| 45 | UBS | UBS Group AG | 株式-金融 | 0.35% | — | -15.40% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.34% | — | -0.54% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +5.61% | |
| 48 | PNC | Pnc Financial Services Group | 株式-金融 | 0.34% | — | +7.40% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.33% | — | +1.78% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.33% | — | +8.17% |