CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全2673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 | 3.36% | -0.19% | +2.20% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.51% | -0.35% | +2.93% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | -0.22% | +0.41% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.15% | — | +13.80% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.41% | +3.66% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.21% | +5.23% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | — | +23.12% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | -1.85% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.73% | — | +40.05% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | -0.35% | +18.74% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +10.98% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.70% | — | +41.20% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -1.31% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.63% | — | +205.33% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.13% | +7.80% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.60% | — | +38.71% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +4.35% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.60% | — | +14.00% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.60% | — | +17.26% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +23.86% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.13% | -20.63% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | +52.27% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +11.62% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | +42.23% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +11.55% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.51% | — | -6.30% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +0.41% | |
| 28 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.50% | — | +46.86% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | +28.41% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | +0.03% | +32.23% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | +23.81% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -0.09% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | -4.15% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +24.10% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.44% | — | +5.56% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | +6.40% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.43% | — | -7.25% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | +0.24% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | — | -7.62% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | +10.12% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.42% | — | +11.06% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.40% | — | +241.11% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +10.05% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +4.14% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +4.78% | |
| 46 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.38% | — | +18.79% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.38% | — | +1.36% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.37% | -0.28% | +4.62% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.15% | +1.63% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | +64.84% |