CIK: 0001391166
申告総資産額
$7.1億
上位200銘柄を表示中（全502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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 17.45% | +0.91% | +0.96% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 9.28% | — | -16.26% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.28% | -0.39% | -0.72% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 6.98% | — | +7.23% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.70% | — | -4.78% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.95% | — | -2.26% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.16% | — | +1.15% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.91% | — | -1.32% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.34% | -0.04% | -24.80% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.21% | — | +11.96% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.79% | — | +0.05% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.71% | -0.12% | +0.34% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.57% | — | -28.00% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.26% | — | -3.57% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.25% | — | -0.84% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.27% | +5.87% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.11% | +0.44% | +876.79% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.07% | — | -3.88% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | -0.35% | -1.07% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.79% | — | — | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | -1.32% | |
| 22 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.70% | — | -7.74% | |
| 23 | BSM | Black Stone Minerals LP | 株式-その他 | 0.69% | — | +9.28% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.67% | — | -4.63% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | -9.31% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 0.61% | -0.12% | EXIT | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | -0.13% | EXIT | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | — | +7.04% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | — | -36.63% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.54% | -0.12% | +30.59% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.53% | — | -94.07% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | — | +25.10% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.52% | — | -2.94% | |
| 34 | CONE1EUR | Cyrusone INC | 株式-その他 | 0.51% | — | +17.47% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | -3.02% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | -0.07% | -0.35% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | -0.15% | EXIT | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | -0.09% | -1.87% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.42% | — | +11.03% | |
| 40 | KRP | Kimbell Royalty Partners LP | 株式-その他 | 0.41% | — | +2.77% | |
| 41 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.38% | — | +14.17% | |
| 42 | BR | Broadridge Financial Solutio | 株式-IT | 0.38% | — | +42.34% | |
| 43 | ECL | Ecolab INC | 株式-素材 | 0.38% | — | +0.03% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.34% | -0.41% | |
| 45 | LIN | Linde plc | 株式-素材 | 0.37% | — | -7.59% | |
| 46 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.36% | — | +1.47% | |
| 47 | WSO | Watsco INC | 株式-資本財 | 0.36% | -0.17% | EXIT | |
| 48 | STAG | Stag Industrial INC | 株式-不動産 | 0.33% | — | +28.68% | |
| 49 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.33% | — | — | |
| 50 | PAYX | Paychex INC | 株式-IT | 0.32% | -0.06% | -7.35% |