CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全456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 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 11.47% | +0.11% | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.07% | -0.09% | +0.94% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.95% | +0.04% | +16.57% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.12% | -0.05% | +13.79% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.35% | -0.06% | +640.69% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.79% | +0.24% | +1.37% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.32% | +0.20% | +4.45% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.29% | — | -0.62% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.19% | -0.41% | -5.02% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.09% | +1.46% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.79% | — | -7.01% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.75% | -0.09% | -9.45% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.74% | +0.03% | +663.93% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.71% | +0.03% | -3.22% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.69% | +0.19% | +5.68% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | — | +2.14% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.46% | +0.12% | -4.53% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.42% | — | -8.39% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.89% | +4.23% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.20% | +0.14% | +12.99% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.19% | — | -2.17% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | -0.04% | +18.80% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.10% | — | +1.85% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.06% | — | +11.57% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.00% | +0.10% | +15.23% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.96% | +0.06% | +12.63% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.96% | +0.02% | +3.06% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | +0.01% | +10.42% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.90% | -0.03% | +16.78% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.16% | -3.55% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | +0.02% | -2.67% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | +0.05% | +6.25% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | -0.09% | -3.25% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +5.46% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | -12.03% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | +0.05% | +4.51% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | +0.06% | +9.23% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | +2.01% | |
| 39 | CNC | Centene CORP | 株式-ヘルスケア | 0.56% | — | +1.18% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.54% | — | +476.38% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -10.09% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.51% | — | -8.55% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | -7.12% | |
| 44 | ALB | Albemarle CORP | 株式-素材 | 0.50% | — | +0.04% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.49% | — | +6.45% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.46% | — | -8.52% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.44% | — | -22.02% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | +0.02% | +6.37% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.03% | -7.30% | |
| 50 | CEQPUSD | Crestwood Equity Partners LP | 株式-その他 | 0.38% | — | -2.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADM | Archer-daniels-midland Co | +9.5% | NEW | 新規購入 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.9% | +860164.75% | 増加 |
| 3 | VXUS | Vanguard Total Intl Stock | +1.5% | +897923.84% | 増加 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.5% | +681735.54% | 増加 |
| 5 | LPLA | Lpl Financial Holdings INC | +0.2% | +218199.44% | 増加 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +146836.43% | 増加 |
| 7 | IEMG | Ishares Core Msci Emerging | 0% | +136665.47% | 増加 |
| 8 | VOT | Vanguard Mid-cap Growth ETF | 0% | +143970.27% | 増加 |
| 9 | NUE | Nucor CORP | 0% | +127059.14% | 増加 |
| 10 | IWF | Ishares Russell 1000 Growth | — | +145777.62% | 増加 |
| 11 | VBR | Vanguard Small-cap Value ETF | — | +132288.77% | 増加 |
| 12 | SCHG | Schwab US Large-cap Growth | 0% | +146562.44% | 増加 |
| 13 | SCHV | Schwab US Large-cap Value | 0% | +129531.89% | 増加 |
| 14 | VB | Vanguard Small-cap ETF | 0% | +136460.17% | 増加 |
| 15 | VOE | Vanguard Mid-cap Value ETF | 0% | +130819.25% | 増加 |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +124379.17% | 増加 |
| 17 | SCHA | Schwab US Small-cap ETF | 0% | +129999.21% | 増加 |
| 18 | VBK | Vanguard Small-cap Grwth ETF | 0% | +140737.41% | 増加 |
| 19 | SCHF | Schwab Intl Equity ETF | -0.1% | +122570.83% | 増加 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +112899.47% | 増加 |
| 21 | SCHM | Schwab US Mid Cap ETF | -0.1% | +132115.33% | 増加 |
| 22 | IWD | Ishares Russell 1000 Value E | -0.1% | +120617.62% | 増加 |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +118261.83% | 増加 |
| 24 | IVE | Ishares S&p 500 Value ETF | -0.1% | +106784.63% | 増加 |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +118101.78% | 増加 |
| 26 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | +103894.38% | 増加 |
| 27 | VO | Vanguard Mid-cap ETF | -0.1% | +125955.88% | 増加 |
| 28 | IWO | Ishares Russell 2000 Growth | -0.1% | +109740.23% | 増加 |
| 29 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +114199.21% | 増加 |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | +110860.67% | 増加 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | +111197.76% | 増加 |
| 32 | VYM | Vanguard High Dvd Yield ETF | -0.2% | +110970.79% | 増加 |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | +102333.35% | 増加 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.3% | +118698.90% | 増加 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +117798.05% | 増加 |
| 36 | MSFT | Microsoft CORP | -0.3% | +112158.61% | 増加 |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.3% | +111454.44% | 増加 |
| 38 | ALB | Albemarle CORP | -0.3% | +124405.66% | 増加 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.3% | +112624.56% | 増加 |
| 40 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | +103758.68% | 増加 |
| 41 | CNC | Centene CORP | -0.3% | +84741.86% | 増加 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.3% | +117228.00% | 増加 |
| 43 | IWM | Ishares Russell 2000 ETF | -0.4% | +113180.57% | 増加 |
| 44 | VV | Vanguard Large-cap ETF | -0.4% | +126359.65% | 増加 |
| 45 | VTV | Vanguard Value ETF | -0.5% | +108780.39% | 増加 |
| 46 | VNQ | Vanguard Real Estate ETF | -0.6% | +115289.86% | 増加 |
| 47 | VUG | Vanguard Growth ETF | -0.6% | +118736.90% | 増加 |
| 48 | AAPL | Apple INC | -0.7% | +116483.50% | 増加 |
| 49 | SCHH | Schwab US Reit ETF | -0.9% | +86508.39% | 増加 |
| 50 | SCHX | Schwab US Large-cap ETF | -1% | +123034.04% | 増加 |