CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全335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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.13% | +0.34% | +31.63% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.83% | — | -7.43% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.66% | +2.84% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.95% | -0.09% | +4.29% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.90% | -0.14% | -5.18% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.87% | -0.07% | -4.20% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.84% | — | +11.91% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.84% | -0.34% | +4.82% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.78% | — | -8.86% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.73% | — | +3.39% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.72% | +0.13% | +1.56% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.72% | — | +3.39% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.18% | +3.66% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.68% | -0.16% | +2.10% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.22% | +1.05% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.62% | — | +2.90% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.42% | -0.09% | -12.98% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.41% | +0.12% | -1.39% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | — | -0.90% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | +0.64% | -4.62% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 1.29% | +0.09% | +4.51% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.26% | -0.37% | +4.36% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.22% | — | -19.96% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.14% | +0.13% | +3.13% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.15% | +1.84% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.09% | -0.16% | +13.82% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.06% | -0.35% | +7.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.21% | -0.35% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.95% | +0.20% | +4.83% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.94% | — | +7.75% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.92% | — | -7.26% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.91% | +0.08% | +6.29% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.88% | — | +4.76% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.84% | -0.10% | +0.31% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | — | -27.23% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.82% | -0.20% | +7.18% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.78% | — | -1.04% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | — | -0.46% | |
| 39 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.76% | — | +2.39% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.74% | -0.05% | -3.68% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.72% | — | +1.35% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +1.07% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.69% | -0.28% | +5.77% | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.68% | -0.07% | +334.88% | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.65% | +0.08% | -1.91% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.65% | — | +35.26% | |
| 47 | UL | Unilever PLC | 株式-生活必需品 | 0.60% | — | +12.30% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +2.97% | |
| 49 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.58% | — | +1.02% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.57% | — | +5.02% |