CIK: 0001598561
申告総資産額
$4.8億
上位200銘柄を表示中（全989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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.79% | — | -0.57% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.54% | — | -6.55% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.07% | — | +12.92% | |
| 4 | AVDE | Avantis International Equity | ETF-その他 | 6.84% | — | +0.51% | |
| 5 | DSTL | Distillate US Fundamental St | ETF-その他 | 5.70% | — | +3.20% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.47% | — | -1.56% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.17% | — | -0.49% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-その他 | 4.01% | — | -1.08% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.80% | — | -3.41% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.46% | — | -1.87% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.43% | — | -2.80% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.37% | — | +4.50% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.11% | — | +2.62% | |
| 14 | PGR | Progressive CORP | 株式-金融 | 1.03% | — | -7.22% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.98% | — | -0.61% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.97% | — | +1.73% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.95% | — | +2.72% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.90% | — | +0.79% | |
| 19 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.83% | — | — | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.75% | — | +1.53% | |
| 21 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.58% | — | +0.17% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.47% | — | -0.47% | |
| 23 | AM | Antero Midstream CORP | 株式-エネルギー | 0.42% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +0.12% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.41% | — | +0.68% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +0.69% | |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.37% | — | -0.72% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | +4.31% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.35% | — | -0.60% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | -4.62% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | -2.93% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.28% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | +23.63% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.27% | — | +2.97% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | +14.51% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | +5.12% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.24% | — | +22.01% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.24% | — | +1.74% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | -4.83% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.19% | — | +10.02% | |
| 42 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.18% | — | -3.44% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.18% | — | +7.05% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.17% | — | -12.19% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.17% | — | -5.34% | |
| 46 | AR | Antero Resources CORP | 株式-エネルギー | 0.17% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.16% | — | +10.79% | |
| 48 | CI | THE Cigna Group | 株式-ヘルスケア | 0.16% | — | +30.75% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | +0.23% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +2.20% |