CIK: 0001509974
申告総資産額
$7.2億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.69% | +0.89% | -0.44% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.93% | -0.61% | -2.60% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.29% | +0.10% | -0.10% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.23% | +0.15% | -0.80% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.40% | +0.31% | -0.23% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.29% | — | -0.85% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.94% | -0.07% | +1.71% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.97% | +0.10% | +0.00% | |
| 9 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 3.74% | — | +8.92% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.37% | — | +12.23% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.29% | -0.16% | -0.83% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.12% | -0.09% | +289.67% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.78% | — | -2.33% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | -2.22% | |
| 15 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.33% | -0.14% | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.21% | +11.03% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | +0.01% | -0.96% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | — | — | |
| 19 | AZO | Autozone INC | 株式-一般消費財 | 0.84% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.05% | +1.28% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.82% | — | +0.13% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | +0.09% | +62.54% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 0.77% | +0.07% | -0.18% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | +0.26% | +81.33% | |
| 25 | JCAPUSD | Jernigan Capital INC | 株式-その他 | 0.69% | — | -0.61% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.59% | -0.39% | +4.08% | |
| 27 | PGR | Progressive CORP | 株式-金融 | 0.58% | — | — | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.55% | — | +0.49% | |
| 29 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.51% | — | — | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.51% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +2.02% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.19% | -9.19% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.44% | — | +3.83% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | +0.47% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | +79.71% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +5.19% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.16% | +0.78% | |
| 38 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.37% | — | — | |
| 39 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.36% | — | -3.68% | |
| 40 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.35% | — | +10.31% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.35% | -0.39% | -0.29% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | +16.97% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +2.72% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.32% | — | -8.87% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.32% | — | +1.25% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.32% | — | -1.35% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | -0.04% | +3.46% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.31% | — | +16.08% | |
| 49 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.31% | — | -1.33% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | — | +152.81% |