CIK: 0001391166
申告総資産額
$7.1億
上位200銘柄を表示中（全488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 | 14.51% | +0.91% | -2.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.76% | -0.39% | +1.13% | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.35% | +0.44% | +2.74% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 5.52% | — | -2.91% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.87% | -0.34% | +5.70% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.86% | — | +3.16% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.85% | — | +0.79% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.74% | — | -2.41% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.44% | -0.12% | -12.89% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.34% | — | -1.46% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.23% | — | -12.82% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.89% | — | -17.77% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.86% | — | +0.73% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.68% | -0.04% | -21.81% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.67% | — | +5.06% | |
| 16 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.35% | — | +6.72% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.27% | +0.83% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.18% | — | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.17% | — | -4.53% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.07% | -0.35% | +297.54% | |
| 21 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.80% | — | -0.16% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.77% | -0.12% | +0.15% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.73% | — | +291.54% | |
| 24 | 1939900D | Brookfield Infrastructure-a | 株式-その他 | 0.61% | — | +2.62% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.61% | — | -0.19% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.59% | — | +21.99% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | -0.13% | EXIT | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | -30.51% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | -0.07% | +0.56% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | — | -0.44% | |
| 31 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.48% | — | +1.33% | |
| 32 | BR | Broadridge Financial Solutio | 株式-IT | 0.47% | — | +0.34% | |
| 33 | CONE1EUR | Cyrusone INC | 株式-その他 | 0.47% | — | -0.23% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.47% | -0.12% | EXIT | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.46% | — | -0.86% | |
| 36 | WSO | Watsco INC | 株式-資本財 | 0.45% | -0.17% | EXIT | |
| 37 | LIN | Linde plc | 株式-素材 | 0.43% | — | +0.75% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -11.58% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | -0.15% | EXIT | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | -0.09% | +0.01% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | -0.92% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | — | -2.77% | |
| 43 | ECL | Ecolab INC | 株式-素材 | 0.37% | — | -0.33% | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.37% | -0.06% | -0.82% | |
| 45 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.36% | — | — | |
| 46 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.36% | — | -12.71% | |
| 47 | STAG | Stag Industrial INC | 株式-不動産 | 0.36% | — | -0.08% | |
| 48 | VICI | Vici Properties INC | 株式-不動産 | 0.35% | — | -11.38% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.34% | — | -0.53% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | — | +29.41% |