CIK: 0001587836
申告総資産額
$11.5億
上位200銘柄を表示中（全207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 | 9.13% | +0.59% | -1.69% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.45% | — | +6.60% | |
| 3 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 4.71% | +0.16% | -2.91% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.31% | +1.09% | -6.00% | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 3.82% | — | -1.18% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.64% | -4.09% | -67.93% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.13% | -0.24% | +1.53% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.78% | +0.04% | +0.22% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | -0.10% | +0.21% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.35% | — | +4.68% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.33% | — | -2.43% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | — | +1.09% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | +0.13% | +1.23% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.23% | — | +3.03% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.20% | -0.05% | +3.15% | |
| 16 | SYF | Synchrony Financial | 株式-金融 | 1.20% | — | +3.11% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | -0.07% | +0.75% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | +0.02% | +4.47% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.09% | — | +1.14% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.02% | +0.01% | +3.03% | |
| 21 | MCHP | Microchip Technology INC | 株式-IT | 1.02% | -0.02% | +2.60% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | +4.84% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.01% | — | +4.39% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | -0.01% | +0.19% | |
| 25 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.94% | — | +2.10% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.94% | -0.02% | +8.15% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.94% | +0.03% | +0.70% | |
| 28 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.90% | — | -3.09% | |
| 29 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.90% | — | -65.48% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.88% | — | -4.09% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.87% | — | +2.17% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.84% | — | +2.11% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | +1.50% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.81% | +0.18% | +228.32% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.79% | -0.14% | -66.76% | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.77% | — | +56.68% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | +1.86% | |
| 38 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.74% | — | -2.52% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.73% | — | -0.16% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | -0.43% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -0.15% | |
| 42 | DFSEUR | Discover Financial Services | 株式-その他 | 0.71% | — | +0.92% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.70% | +0.05% | +3.81% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -3.07% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +8.31% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.63% | — | +1.22% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | +3.22% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | +3.25% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | — | +3.97% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.59% | +0.05% | -1.01% |