CIK: 0001587836
申告総資産額
$11.5億
上位200銘柄を表示中（全213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 | 9.11% | +0.59% | +4.27% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.03% | — | — | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.87% | +1.09% | +19.35% | |
| 4 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 4.64% | +0.16% | +6.77% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.95% | -4.09% | +246.15% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.93% | +3.87% | +8875.53% | |
| 7 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 3.86% | — | +4.55% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.19% | -0.24% | -2.13% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.65% | +0.04% | -2.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.61% | — | +4.21% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | — | +2.17% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | -0.10% | +3.09% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | +0.13% | -2.61% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.14% | — | -7.78% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.10% | -0.05% | -7.40% | |
| 16 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.09% | — | -7.64% | |
| 17 | SYF | Synchrony Financial | 株式-金融 | 1.05% | — | -7.25% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.02% | — | -2.22% | |
| 19 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.98% | +0.06% | — | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.96% | +0.02% | -3.29% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | -0.07% | -1.24% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.91% | +0.01% | -5.04% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | -0.01% | +2.25% | |
| 24 | MCHP | Microchip Technology INC | 株式-IT | 0.89% | -0.02% | -1.05% | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.88% | -0.14% | +176.93% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.87% | — | -84.30% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.84% | -0.32% | +201.46% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.84% | — | +8.13% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +7.79% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.79% | — | +81.12% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | +0.62% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.78% | — | -5.47% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +7.88% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.78% | +0.03% | +2.41% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | -0.02% | -13.68% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.76% | — | +175.38% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.74% | — | -8.35% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | — | -17.94% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.68% | — | -14.22% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | +3.63% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.67% | +0.05% | -5.40% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.65% | +0.05% | +24.17% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.65% | — | -4.06% | |
| 44 | DFSEUR | Discover Financial Services | 株式-その他 | 0.64% | — | -5.05% | |
| 45 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.61% | — | +2.86% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.15% | -6.74% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.61% | — | +6.18% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.61% | — | +33.09% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -3.63% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -7.27% |