CIK: 0001681115
申告総資産額
$144.6億
上位200銘柄を表示中（全5290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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.93% | -0.05% | +44.99% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.73% | +0.08% | +2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.23% | -0.05% | +44.26% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.80% | -0.49% | +27.84% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.57% | — | +40.51% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.55% | — | +14.01% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.49% | — | +34.69% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.49% | +0.26% | +6.30% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.48% | -0.14% | +26.07% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.32% | +0.08% | +63.82% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | — | +10.94% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | — | +12.38% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.20% | -0.01% | +4.92% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.16% | +0.03% | +172.26% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.06% | — | +17.22% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.03% | +0.01% | +59.68% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.96% | -0.19% | +35.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | +15.18% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | -0.10% | +23.07% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | — | +192.50% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | +0.01% | +42.43% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.83% | — | +42.17% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.77% | — | +41.20% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.70% | -0.15% | +8.44% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.69% | +0.06% | +13.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | +0.01% | +34.34% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.68% | — | +652.99% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.65% | — | +31.94% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +7.37% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.61% | -0.20% | +5.69% | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.56% | — | +37.76% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.56% | — | +33.91% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.56% | — | +74.28% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +14.28% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +204.02% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.50% | — | +402.65% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.50% | +0.17% | +6.11% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | +0.33% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.48% | +0.06% | +8.09% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | — | +41.32% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | -0.17% | +13.67% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.45% | — | +5.12% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | +6.84% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.43% | — | +39.40% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +15.49% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | — | +75.56% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | +0.30% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | -0.10% | -3.50% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | +11.41% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.39% | — | +43.88% |