CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全351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 | 4.75% | — | +0.96% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.97% | — | -0.50% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.79% | -0.14% | -4.00% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.72% | — | +8.04% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.09% | -0.07% | -4.11% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | -0.18% | +0.79% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.97% | -0.66% | +0.50% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.96% | — | +1.64% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.85% | — | -4.62% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.63% | — | -1.37% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.46% | -0.16% | -3.69% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.40% | — | +0.90% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.21% | — | -3.52% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | — | +2.92% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | +0.02% | |
| 16 | C | Citigroup INC | 株式-金融 | 1.14% | -0.28% | +8.57% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | -0.21% | -2.26% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | — | -1.96% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | -0.15% | +0.22% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.97% | — | +1.96% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +0.60% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | +0.08% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | +1.07% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | +27.75% | |
| 25 | ENB | Enbridge INC | 株式-エネルギー | 0.88% | +0.08% | +10.22% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | +0.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | -0.09% | -0.57% | |
| 28 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.83% | — | -0.79% | |
| 29 | OVB | Overlay Shares Core Bond ETF | ETF-その他 | 0.83% | — | -18.68% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.81% | — | -0.46% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.79% | — | -0.89% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +3.60% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | +0.09% | +1.40% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | -0.31% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.75% | +0.13% | +0.22% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.73% | — | +36.73% | |
| 37 | GIS | General Mills INC | 株式-生活必需品 | 0.72% | — | -1.06% | |
| 38 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.72% | — | +5.80% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.72% | — | -11.34% | |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.70% | — | -0.97% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | -1.50% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | +604.18% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.66% | +0.20% | -6.32% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.66% | +0.08% | +0.29% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.65% | — | -5.14% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | -0.37% | +271.17% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.34% | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +1.61% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -3.73% | |
| 50 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.57% | — | -2.71% |