CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全312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 | 3.95% | — | -0.15% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.97% | — | -4.74% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.33% | -0.07% | +53.62% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.28% | -0.14% | -3.56% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.66% | +5.97% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.06% | -0.09% | +13.73% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.96% | — | -28.74% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.66% | — | +15.70% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.66% | +0.12% | +10.11% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.18% | -4.49% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.60% | -0.16% | +0.45% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.58% | — | -0.43% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.55% | — | +3.24% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.49% | — | +6.90% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.48% | — | -4.84% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.40% | +0.13% | +20.64% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.37% | — | +12.38% | |
| 18 | ENB | Enbridge INC | 株式-エネルギー | 1.32% | +0.08% | +13.87% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | — | +1.25% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | -0.09% | +13.29% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.17% | — | -15.55% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.22% | +75.36% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 1.12% | -0.37% | +5.39% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.11% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.64% | +1.94% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.08% | — | +118.97% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -2.09% | |
| 28 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 1.01% | — | +5.88% | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.99% | — | +17.76% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.98% | — | -9.34% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.21% | +1911.95% | |
| 32 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.96% | -0.10% | +0.05% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | -0.15% | -0.37% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.92% | — | +17.56% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.90% | — | -2.36% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.89% | +0.13% | +8.64% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.89% | +0.20% | +5.97% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.34% | +2156.90% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | -9.05% | |
| 40 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.76% | — | +0.55% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.76% | -0.28% | -10.07% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.75% | — | -14.31% | |
| 43 | COR | Cencora INC | 株式-ヘルスケア | 0.70% | — | +2.66% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.69% | +0.09% | +18.78% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.65% | — | -16.43% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | -0.22% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.60% | +0.08% | +8.51% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -37.22% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -1.09% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | +13.05% |