CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全339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 | 4.84% | — | +0.68% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.91% | — | +0.34% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.08% | -0.14% | -8.34% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.46% | — | +7.11% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.18% | -4.08% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.10% | -0.07% | -4.54% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -0.66% | +1.27% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.82% | — | -4.87% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.76% | -0.16% | +4.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.75% | — | -5.56% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.58% | — | +3.01% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.49% | — | +0.08% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.29% | — | -0.05% | |
| 14 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.22% | — | +2.11% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.15% | +0.02% | |
| 16 | OVB | Overlay Shares Core Bond ETF | ETF-その他 | 1.13% | — | +3.84% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.11% | — | +2.68% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.05% | — | +13.10% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | -0.95% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | -1.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.21% | +2.22% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | +1.60% | |
| 23 | C | Citigroup INC | 株式-金融 | 0.96% | -0.28% | -4.69% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | -0.32% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | +8.68% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -26.38% | |
| 27 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.88% | — | -0.13% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.88% | +0.13% | +1.45% | |
| 29 | STX | Seagate Technology Holdings plc | 株式-IT | 0.88% | — | — | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.87% | — | +7.81% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.86% | — | +1.27% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | -0.09% | +1.15% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | — | +262.39% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | — | -0.64% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +3.32% | |
| 36 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.76% | — | +2.12% | |
| 37 | GIS | General Mills INC | 株式-生活必需品 | 0.75% | — | +0.64% | |
| 38 | ENB | Enbridge INC | 株式-エネルギー | 0.75% | +0.08% | -1.67% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +8.60% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | +0.57% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.73% | — | +1.20% | |
| 42 | ADI | Analog Devices INC | 株式-IT | 0.72% | +0.20% | -2.38% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | +0.09% | -2.15% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.64% | — | -7.89% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | — | -7.08% | |
| 46 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.63% | — | +0.63% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.62% | +0.08% | +2.23% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.62% | — | -0.08% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.60% | — | +36.92% | |
| 50 | SHAG | Wsdmtree Yld En US St Agg | ETF-その他 | 0.57% | — | +12.99% |