CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全533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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.84% | +0.03% | -2.40% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.39% | +0.12% | -7.34% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.58% | -0.23% | -0.12% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.56% | -0.23% | -2.19% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.98% | +0.08% | -5.01% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.43% | — | -0.32% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.07% | — | -2.31% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.93% | — | +0.10% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.67% | — | -6.05% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.37% | — | +0.75% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.85% | — | +3.15% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.72% | — | -1.57% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.72% | — | -1.08% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.62% | — | +0.71% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.61% | -0.02% | +0.18% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.40% | — | +0.32% | |
| 17 | DWM | Wisdomtree International Equ | ETF-その他 | 1.37% | — | +0.27% | |
| 18 | EMLP | First Trust North American E | ETF-その他 | 1.36% | — | -3.89% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.32% | — | +5.82% | |
| 20 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.28% | — | — | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.22% | — | +0.20% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.22% | — | -4.09% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.04% | — | +2.20% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | +0.22% | +3.60% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.98% | — | -2.95% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.87% | — | -2.75% | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.87% | — | -3.50% | |
| 28 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.77% | — | +0.33% | |
| 29 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.76% | — | +0.30% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.76% | — | +0.13% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | -0.10% | -1.21% | |
| 32 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.72% | — | +15.94% | |
| 33 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.70% | — | +0.30% | |
| 34 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.70% | — | +0.32% | |
| 35 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.69% | — | +0.27% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.69% | — | +0.07% | |
| 37 | VKQ | Invesco Municipal Trust | 株式-その他 | 0.68% | — | +0.34% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.68% | — | -0.81% | |
| 39 | VCV | Invesco Ca Val Muni INC Tr | 株式-その他 | 0.65% | — | +8.80% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -5.84% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +0.10% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.60% | — | -21.93% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +0.12% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.53% | — | -0.37% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +1.30% | |
| 46 | VMO | Invesco Municipal Opport | 株式-その他 | 0.52% | — | +0.07% | |
| 47 | BLK | BlackRock, Inc. | 株式-金融 | 0.51% | — | +0.06% | |
| 48 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.48% | — | +0.60% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -0.70% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.47% | — | -3.34% |