CIK: 0001587836
申告総資産額
$11.5億
上位200銘柄を表示中（全206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 | 9.37% | +0.59% | +1.72% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.84% | — | -6.19% | |
| 3 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 4.82% | +0.16% | +3.00% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.63% | +1.09% | +6.39% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.81% | -4.09% | +211.83% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 3.80% | — | +1.20% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.18% | -0.24% | -1.51% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.75% | +0.04% | -0.22% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | -0.10% | -0.21% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | +2.49% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | +0.13% | -1.22% | |
| 12 | SYF | Synchrony Financial | 株式-金融 | 1.38% | — | -3.01% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | — | -1.08% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.30% | — | -2.95% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.29% | — | -4.47% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.23% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.17% | -0.05% | -3.05% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | -0.07% | -0.74% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.07% | — | -1.13% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.06% | +0.02% | -4.28% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.03% | — | -4.21% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | -0.01% | -0.19% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.99% | +0.01% | -2.94% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | -2.06% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | — | +4.26% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | — | -4.62% | |
| 27 | MCHP | Microchip Technology INC | 株式-IT | 0.92% | -0.02% | -2.54% | |
| 28 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.91% | — | -2.06% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.88% | +0.03% | -0.69% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.87% | -0.02% | -7.54% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.85% | — | +189.68% | |
| 32 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.84% | — | +3.19% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.82% | — | -2.12% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | -1.48% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.79% | -0.14% | +200.86% | |
| 36 | DFSEUR | Discover Financial Services | 株式-その他 | 0.79% | — | -0.92% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.76% | — | +0.16% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | — | -1.83% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +3.17% | |
| 40 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.74% | — | +2.59% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +0.15% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | +0.43% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.68% | +0.05% | -3.67% | |
| 44 | PSX | Phillips 66 | 株式-エネルギー | 0.65% | — | -1.20% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | -3.15% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.62% | — | -1.77% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -3.12% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.61% | +0.05% | +1.02% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | -3.82% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.53% | -0.15% | -3.45% |