CIK: 0001379995
申告総資産額
$50.5億
上位200銘柄を表示中（全290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 | 22.84% | -1.52% | +2.21% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.75% | -0.03% | +0.28% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.41% | — | +3.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.14% | -0.06% | +5.85% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.80% | — | -4.94% | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.53% | — | -1.91% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | +0.04% | +0.71% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.36% | — | -1.41% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.07% | +18.70% | |
| 10 | TSS | Total System Services INC | 株式-その他 | 1.34% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.33% | -0.21% | +1.35% | |
| 12 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.21% | — | — | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | — | +0.48% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.02% | — | — | |
| 15 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.97% | — | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +64.41% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.86% | — | -1.96% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | +83.28% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | -0.04% | +1.14% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.73% | — | -0.07% | |
| 21 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 0.71% | — | +97.55% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | -0.06% | +5.48% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.69% | — | -14.79% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +18.79% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.06% | -0.79% | |
| 26 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.63% | — | — | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +2.01% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.16% | -8.98% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.61% | — | +1.85% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | +0.48% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.57% | -0.21% | — | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +1.99% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | -0.08% | -2.79% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.51% | — | -2.52% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.02% | -7.44% | |
| 36 | CSFLUSD | Centerstate Bank CORP | 株式-その他 | 0.48% | — | -26.40% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -1.00% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +0.35% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | +20.02% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +0.13% | |
| 41 | MTB | M & T Bank CORP | 株式-金融 | 0.40% | — | +0.99% | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.40% | — | +1.23% | |
| 43 | VLY | Valley National Bancorp | 株式-金融 | 0.38% | — | -9.80% | |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.37% | — | +3.31% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.07% | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | — | -0.86% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | — | -14.91% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | — | -5.54% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.34% | — | +17.84% |