CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全301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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.27% | — | +2.05% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.17% | — | -2.88% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.47% | -0.07% | +0.44% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.36% | -0.14% | -5.56% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.25% | — | +4.59% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.05% | — | -4.85% | |
| 7 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.90% | — | -2.33% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.81% | — | -4.14% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.61% | — | -3.10% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.61% | — | -2.86% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.18% | -3.24% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.60% | — | -3.63% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.15% | -6.17% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | — | +0.36% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +0.92% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | -1.43% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.66% | +22.39% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.24% | -0.37% | -9.72% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.20% | +0.13% | -4.37% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.14% | — | -13.17% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | -3.70% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.12% | — | +9.69% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.06% | — | +4.31% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | +1.35% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.05% | -0.16% | -3.75% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | -0.09% | -4.01% | |
| 27 | ENB | Enbridge INC | 株式-エネルギー | 1.02% | +0.08% | +9.06% | |
| 28 | AXP | American Express Co | 株式-金融 | 1.00% | — | -4.79% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.21% | -0.57% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.93% | — | -4.05% | |
| 31 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.92% | — | -4.97% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.92% | +0.20% | -8.36% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.90% | — | +657.59% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.87% | — | +158.92% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.85% | +0.09% | -5.84% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.84% | -0.28% | -23.56% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.79% | — | +0.05% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.75% | — | +2.83% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | — | +0.01% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.73% | — | — | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.70% | — | -0.56% | |
| 42 | UL | Unilever PLC | 株式-生活必需品 | 0.69% | — | -2.11% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | — | +10.11% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | — | -1.08% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.66% | +0.08% | +8.66% | |
| 46 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.62% | — | -5.16% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.62% | — | +5.59% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.61% | — | -10.67% | |
| 49 | STX | Seagate Technology Holdings plc | 株式-IT | 0.58% | — | -2.54% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.58% | — | +9.89% |