CIK: 0001587836
申告総資産額
$11.5億
上位200銘柄を表示中（全202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 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 8.78% | +0.59% | +13.44% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.93% | — | +61.87% | |
| 3 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 2.81% | — | +9.70% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.77% | -4.09% | +22.57% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.69% | +0.04% | +11.88% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.50% | +1.09% | +38.73% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.99% | -0.24% | +0.93% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | -0.10% | +5.02% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.83% | — | +16.96% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.70% | — | +5.81% | |
| 11 | SYF | Synchrony Financial | 株式-金融 | 1.64% | — | +4.68% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.63% | — | +0.16% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.49% | -0.07% | +0.33% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.37% | -0.05% | -2.21% | |
| 15 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.36% | — | -6.34% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.32% | — | +0.35% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | — | +14.87% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | — | +8.11% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | +0.02% | -15.12% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | +0.18% | -1.66% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.18% | — | +1.22% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.17% | +0.01% | +0.34% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | +0.13% | +0.46% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.09% | — | -0.11% | |
| 25 | MCHP | Microchip Technology INC | 株式-IT | 1.07% | -0.02% | +29.99% | |
| 26 | ✓ | 株式-その他 | 1.07% | — | +9.07% | ||
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.06% | — | +0.95% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | -0.01% | +7.69% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | -0.34% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.98% | — | -13.26% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.93% | -0.02% | +3.14% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.93% | — | +29.19% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.92% | +0.03% | +525.04% | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.89% | — | -2.93% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.86% | +0.05% | +1.10% | |
| 36 | PXGBX | Praxair INC | 株式-その他 | 0.85% | — | +80.57% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.83% | — | +20.74% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.81% | — | -3.28% | |
| 39 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.79% | — | -7.60% | |
| 40 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.77% | — | +2.20% | |
| 41 | DFSEUR | Discover Financial Services | 株式-その他 | 0.76% | — | +5.55% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +3.27% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | +20.15% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -1.54% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.71% | — | +2.60% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +6.43% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +2.26% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | -0.02% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.64% | — | +0.07% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.64% | — | +3.34% |