CIK: 0001598561
申告総資産額
$4.8億
上位200銘柄を表示中（全1133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 | 13.80% | — | -0.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.90% | — | -7.01% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.06% | — | +7.12% | |
| 4 | AVDE | Avantis International Equity | ETF-その他 | 6.36% | — | -1.04% | |
| 5 | DSTL | Distillate US Fundamental St | ETF-その他 | 6.16% | — | +7.75% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.40% | — | +0.98% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.01% | — | +0.76% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-その他 | 3.32% | — | -8.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.06% | — | -8.40% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.03% | — | -1.85% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.08% | — | -11.93% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.65% | — | +2.81% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.63% | — | -2.18% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.53% | — | +2.08% | |
| 15 | PGR | Progressive CORP | 株式-金融 | 1.12% | — | +0.22% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | — | +0.01% | |
| 17 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.75% | — | -13.32% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.72% | — | -1.47% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | -16.13% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | +14.85% | |
| 22 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.54% | — | +2.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +1.32% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | — | +0.94% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.42% | — | — | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.41% | — | -4.93% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | +13.55% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | +9.79% | |
| 29 | AM | Antero Midstream CORP | 株式-エネルギー | 0.40% | — | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.40% | — | +29.02% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | +1.06% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.36% | — | +9.37% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +9.22% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.34% | — | -3.19% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.32% | — | -5.84% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | — | +6.56% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.26% | — | -0.28% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | +2.23% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.25% | — | +1.39% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +6.28% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | — | +10.67% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | +7.02% | |
| 44 | VIV | Telefonica Brasil-adr | 株式-その他 | 0.19% | — | +19.70% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.19% | — | +10.29% | |
| 46 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.19% | — | +2.64% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.18% | — | -16.19% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | -26.93% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.18% | — | +13.00% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +8.59% |