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 | 10.60% | +0.89% | -3.02% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.03% | -0.61% | -8.41% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.85% | +0.10% | -0.56% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.31% | +0.15% | +0.27% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.46% | +0.31% | +0.52% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.99% | — | -0.43% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.68% | +0.10% | +2.15% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.65% | -0.07% | -3.16% | |
| 9 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 3.50% | — | -2.70% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.42% | — | +0.25% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.13% | -0.16% | -0.79% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.13% | -0.09% | -0.12% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.81% | — | -3.20% | |
| 14 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.47% | -0.14% | -1.23% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | -0.98% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.21% | +0.42% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | +0.09% | +37.87% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.95% | — | +0.28% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.89% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | +0.01% | +0.42% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.05% | +2.03% | |
| 22 | AZO | Autozone INC | 株式-一般消費財 | 0.72% | — | -2.91% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 0.69% | +0.07% | -1.73% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.64% | +0.26% | -0.25% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.64% | -0.39% | +8.71% | |
| 26 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.56% | — | +2.16% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.55% | — | -0.34% | |
| 28 | PGR | Progressive CORP | 株式-金融 | 0.54% | — | — | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | -0.76% | |
| 30 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.48% | -0.04% | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +1.85% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.48% | — | +69.02% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | -0.19% | +0.12% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | +50.87% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -1.88% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.16% | +1.82% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.39% | — | +1.19% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.38% | — | +41.52% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | — | -3.14% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -1.08% | |
| 41 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.35% | — | +1.07% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.33% | -0.39% | +5.82% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | +322.88% | |
| 44 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.33% | — | -4.08% | |
| 45 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.32% | — | -11.02% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.31% | — | -1.79% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +1.63% | |
| 48 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.31% | — | -3.30% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | +196.17% | |
| 50 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.29% | — | +0.27% |