CIK: 0001587836
申告総資産額
$11.5億
上位200銘柄を表示中（全212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 | 9.09% | +0.59% | +0.63% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.85% | — | +5.25% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.18% | +1.09% | +5.60% | |
| 4 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 4.70% | +0.16% | +2.65% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.07% | +3.87% | +10.23% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.04% | -4.09% | +5.47% | |
| 7 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 3.81% | — | +1.97% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.46% | -0.24% | -2.03% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.83% | — | +4.31% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.64% | — | +3.08% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | -0.10% | +3.06% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.38% | +0.04% | -14.26% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | +0.13% | +1.39% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.11% | -0.05% | -0.19% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.09% | — | +0.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | -0.01% | +5.52% | |
| 17 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.02% | — | +1.15% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.02% | — | -0.18% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.97% | +0.02% | -0.16% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | -0.07% | +3.20% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 0.93% | — | +13.16% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | +0.01% | +1.07% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.89% | -0.14% | -9.94% | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.88% | +0.06% | -1.98% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | -0.66% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | +8.10% | |
| 27 | SYF | Synchrony Financial | 株式-金融 | 0.85% | — | -7.50% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.83% | +0.03% | +7.54% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.80% | +0.05% | +13.26% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.79% | — | +0.54% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +0.05% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | -0.02% | -0.74% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | — | -1.69% | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.75% | — | -8.99% | |
| 35 | MCHP | Microchip Technology INC | 株式-IT | 0.73% | -0.02% | +1.08% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | — | -1.83% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | +0.24% | |
| 38 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.70% | — | -3.43% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.69% | — | -17.69% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.68% | — | +3.69% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.67% | — | -20.30% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.66% | +0.05% | -0.86% | |
| 43 | DFSEUR | Discover Financial Services | 株式-その他 | 0.65% | — | -0.26% | |
| 44 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.64% | — | +2.94% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | +7.74% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.63% | -0.32% | -19.71% | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.62% | — | +1.59% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | +1.25% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -2.90% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.57% | — | +3.67% |