CIK: 0001576762
申告総資産額
$36.6億
上位200銘柄を表示中（全281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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.76% | -2.27% | +0.83% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.08% | -1.08% | +8.73% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.61% | -0.79% | -5.30% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.53% | -0.13% | +30.35% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.94% | -0.07% | +11.28% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.53% | — | -8.55% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.14% | — | +2.85% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.96% | -0.17% | +3.03% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.31% | — | +2.86% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.54% | +0.26% | +5.21% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.32% | — | +2.00% | |
| 12 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 2.19% | -0.07% | +4.20% | |
| 13 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 2.00% | — | +1.55% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.81% | -0.09% | -13.59% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.71% | -0.08% | +9.59% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.68% | — | +2.62% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.61% | — | +3.09% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.56% | -0.07% | +17.47% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.38% | +0.40% | +3.40% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.37% | — | +2.06% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.37% | — | -0.14% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.36% | — | +1.02% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.36% | — | -0.36% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.18% | -0.53% | +5.57% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.03% | -0.37% | -2.01% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 1.01% | +0.64% | +6.05% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | — | +1193.98% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.82% | — | +3.49% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.69% | — | +3.05% | |
| 30 | DFAI | Dimensional International Co | ETF-その他 | 0.57% | -0.06% | +9.18% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.53% | -0.08% | -1.28% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | -0.08% | +4.91% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.50% | -0.07% | +13.26% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | +0.37% | +4.93% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.49% | — | -26.53% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | +0.95% | -3.64% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.47% | — | +913.69% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | +440.63% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | -0.05% | -0.59% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | — | +211.50% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.35% | — | +7.29% | |
| 42 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.34% | — | +10.30% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.33% | — | +0.10% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.33% | -0.05% | +9.76% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.31% | +0.11% | +8.54% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.31% | — | -0.34% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.30% | — | -25.59% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.29% | -0.07% | +3.28% | |
| 49 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.29% | — | +13.11% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.29% | +0.08% | +3.41% |