CIK: 0001428350
申告総資産額
$4.4億
上位200銘柄を表示中（全562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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.28% | — | -1.26% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-その他 | 4.25% | — | -4.35% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.96% | — | -0.15% | |
| 4 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 3.49% | — | +5.32% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.92% | — | -1.08% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.47% | — | +2.36% | |
| 7 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 2.32% | — | +11.65% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.83% | — | -0.18% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 1.61% | — | +0.37% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | — | -0.31% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.36% | — | +0.02% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.30% | — | -0.36% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | -0.50% | |
| 14 | SYY | Sysco CORP | 株式-生活必需品 | 1.28% | — | -0.02% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 1.24% | — | -0.52% | |
| 16 | EMR | Emerson Electric Co | 株式-資本財 | 1.23% | — | +1.60% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.23% | — | +22.74% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.19% | — | +1.76% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.18% | — | +5.89% | |
| 20 | PAYX | Paychex INC | 株式-IT | 1.17% | — | -0.64% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | — | +2.26% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | — | -0.24% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.11% | — | — | |
| 24 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.09% | — | +1.38% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.04% | — | +0.31% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | — | -1.07% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | -1.37% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | +0.58% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | +0.65% | |
| 30 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.96% | — | +0.72% | |
| 31 | CME | Cme Group INC | 株式-金融 | 0.94% | — | +0.01% | |
| 32 | CLX | Clorox Company | 株式-生活必需品 | 0.91% | — | -2.21% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | +3.34% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | +8.63% | |
| 35 | UL | Unilever PLC | 株式-生活必需品 | 0.89% | — | -0.34% | |
| 36 | AZO | Autozone INC | 株式-一般消費財 | 0.89% | — | -0.43% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.87% | — | +0.83% | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.87% | — | +48.68% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -0.45% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.85% | — | -0.62% | |
| 41 | TROW | T Rowe Price Group INC | 株式-金融 | 0.80% | — | +24.34% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | — | -1.34% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.77% | — | +0.13% | |
| 44 | NSP | Insperity INC | 株式-その他 | 0.77% | — | +0.01% | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.76% | — | — | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.74% | — | +1.65% | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.74% | — | +2.53% | |
| 48 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.73% | — | -0.39% | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.72% | — | +6.74% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.70% | — | -0.75% |