CIK: 0001379995
申告総資産額
$50.5億
上位200銘柄を表示中（全412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 | 14.09% | -1.52% | +0.89% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 7.38% | — | +50.29% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.41% | — | +2.56% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.20% | — | +140.82% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.16% | -3.03% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.07% | -0.03% | -38.04% | |
| 7 | TSS | Total System Services INC | 株式-その他 | 1.73% | — | -0.09% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | — | -6.63% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.59% | -0.21% | -8.75% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | -0.06% | -0.54% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.54% | -0.07% | +4.45% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.22% | +0.01% | -1.20% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -7.52% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.10% | — | -1.58% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | -0.02% | -2.43% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.07% | -0.08% | +4.25% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.00% | — | -2.35% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.97% | — | -4.20% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.06% | +1.61% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.91% | -0.14% | +8.72% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | -0.04% | +13.01% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.83% | — | -0.21% | |
| 23 | ACN | Accenture plc | 株式-IT | 0.83% | -0.06% | -8.95% | |
| 24 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.75% | — | -3.31% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.04% | -34.37% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | — | +8.60% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.65% | — | -3.88% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | -8.69% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -5.81% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | +0.06% | -19.13% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.62% | — | -6.40% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | -0.06% | +6.22% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.59% | — | -7.23% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | — | -21.94% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | — | -3.29% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | +2.06% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.48% | — | +22.10% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | -0.08% | -5.06% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | -1.63% | |
| 40 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.43% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +4.92% | |
| 42 | CSFLUSD | Centerstate Bank CORP | 株式-その他 | 0.42% | — | -0.49% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +15.13% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +9.91% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | — | -5.61% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +7.17% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | +0.07% | -5.12% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +7.72% | |
| 49 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.39% | — | -0.49% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.38% | +0.03% | -22.14% |