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 | 10.85% | +0.89% | +1.51% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.77% | +0.10% | +0.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.62% | -0.61% | -2.04% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.09% | +0.15% | +1.56% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.55% | +0.31% | +0.69% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.88% | — | +2.19% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.84% | +0.10% | +0.52% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.33% | -0.07% | -1.56% | |
| 9 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 3.48% | — | -0.06% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.32% | — | +0.70% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.08% | -0.16% | -0.02% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.00% | -0.09% | +0.41% | |
| 13 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.56% | -0.14% | — | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.54% | — | -3.24% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.21% | -0.13% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +0.19% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.99% | -0.39% | +9.95% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | +0.01% | +19.41% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | — | +0.99% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 0.89% | — | — | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | +0.09% | -1.50% | |
| 23 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.82% | -0.04% | +13.86% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.05% | -1.47% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 0.54% | +0.07% | +3.81% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.54% | — | +67.78% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.49% | — | +6.95% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.16% | -3.23% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.46% | — | — | |
| 30 | PGR | Progressive CORP | 株式-金融 | 0.44% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | +0.74% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.19% | -0.31% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.42% | — | +0.03% | |
| 34 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.42% | — | -0.46% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | -14.64% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | +0.26% | +0.01% | |
| 37 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.37% | — | — | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.36% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.05% | +6.13% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +1.59% | |
| 41 | MRNA | Moderna INC | 株式-ヘルスケア | 0.33% | — | +52.48% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.33% | — | +1.66% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +3.07% | |
| 44 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.32% | +0.13% | +13.28% | |
| 45 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.32% | — | -1.19% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | +6.15% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.31% | — | +0.02% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | +2.05% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | — | -3.45% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | +2.30% |