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 | 10.89% | +0.89% | +0.23% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.45% | +0.10% | +0.37% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.11% | +0.15% | +1.76% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.95% | -0.61% | +1.35% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.56% | -0.39% | +6.93% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.50% | +0.31% | -1.35% | |
| 7 | SCHY | Schwab International Dvd ETF | ETF-その他 | 4.41% | +0.13% | +8.06% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.02% | — | +0.80% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.93% | +0.10% | -0.13% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.53% | — | +3.95% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 3.51% | — | +4.11% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 3.51% | — | +4.12% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.00% | -0.16% | +0.01% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.02% | -0.09% | -0.14% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.48% | -0.07% | -3.48% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.39% | — | -13.09% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.21% | +0.47% | |
| 18 | AZO | Autozone INC | 株式-一般消費財 | 1.13% | — | — | |
| 19 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.09% | -0.14% | — | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.02% | — | -1.62% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +0.84% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.16% | +0.01% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.09% | -2.38% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.05% | -0.67% | |
| 26 | PGR | Progressive CORP | 株式-金融 | 0.62% | — | — | |
| 27 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.59% | — | -17.79% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | +0.01% | +1.43% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.11% | +2.33% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | +0.26% | -1.98% | |
| 31 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.48% | -0.04% | — | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.48% | — | — | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.47% | +0.07% | +1.06% | |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.47% | -0.39% | -24.48% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.42% | — | +8.29% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.19% | +6.70% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.37% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +2.63% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | — | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.32% | — | -2.61% | |
| 43 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.31% | — | +3.19% | |
| 44 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.30% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | -0.20% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.27% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.27% | — | +0.04% | |
| 48 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.26% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.05% | — |