CIK: 0001391166
申告総資産額
$7.1億
上位200銘柄を表示中（全942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 | 12.43% | +0.91% | +0.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.34% | -0.39% | +2.19% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 7.64% | — | +11.96% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.73% | +0.05% | +7.38% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.15% | -0.34% | +2.73% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.58% | — | +2.05% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.27% | +0.44% | -1.16% | |
| 8 | EMLP | First Trust North American E | ETF-その他 | 3.32% | +0.62% | +6.15% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.83% | — | +0.78% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.43% | -0.12% | -1.72% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 2.22% | — | +2.52% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.07% | — | +5.05% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.77% | — | -1.74% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.58% | — | -9.68% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.50% | -0.04% | -0.09% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.27% | +3.54% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.06% | — | +14.43% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.03% | — | +77.59% | |
| 19 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.99% | — | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -0.35% | +0.01% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.95% | — | -0.05% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.82% | — | — | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.12% | -12.11% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | — | +4.17% | |
| 25 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.66% | — | -0.13% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.62% | — | +0.50% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.56% | — | +0.41% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | -0.13% | EXIT | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | -0.07% | -0.67% | |
| 30 | 1939900D | Brookfield Infrastructure-a | 株式-その他 | 0.45% | — | +0.21% | |
| 31 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.39% | +0.06% | +8.25% | |
| 32 | LIN | Linde plc | 株式-素材 | 0.39% | — | -0.51% | |
| 33 | BR | Broadridge Financial Solutio | 株式-IT | 0.39% | — | -0.26% | |
| 34 | VICI | Vici Properties INC | 株式-不動産 | 0.38% | — | +0.11% | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.38% | -0.06% | +0.10% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | -0.17% | |
| 37 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.37% | — | — | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.35% | -0.12% | EXIT | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | -0.09% | +8.28% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.34% | +0.17% | NEW | |
| 41 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.33% | — | -0.17% | |
| 42 | WSO | Watsco INC | 株式-資本財 | 0.33% | -0.17% | EXIT | |
| 43 | SYY | Sysco CORP | 株式-生活必需品 | 0.32% | — | +66.12% | |
| 44 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.32% | — | — | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.30% | — | — | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | -0.02% | |
| 47 | FHN | First Horizon CORP | 株式-金融 | 0.30% | — | +0.02% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.27% | — | -1.19% | |
| 50 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.26% | — | — |