CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中（全820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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 33.63% | -0.61% | +2.21% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 29.78% | — | +3.56% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.73% | — | +1.68% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.13% | -0.08% | -1.99% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.50% | — | +1.19% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.22% | — | +1.62% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.90% | — | +3.77% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.74% | — | +3.34% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.64% | — | -2.34% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.62% | — | +6.14% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | — | -1.52% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.58% | — | -18.94% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.53% | -0.13% | +3.95% | |
| 14 | INTC | Intel CORP | 株式-IT | 0.47% | — | +0.14% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.43% | — | -1.02% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.09% | +3.64% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.33% | — | +0.52% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.31% | — | -3.37% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.27% | — | -0.04% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.20% | +1.91% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.08% | +17.80% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.16% | — | +52.73% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.16% | — | -2.16% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.05% | +9.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | -3.36% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | -0.06% | +1.08% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.13% | — | +6.97% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.11% | — | +0.64% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.10% | — | -0.77% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.10% | — | +1.35% | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.10% | — | -4.43% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.09% | — | -3.73% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | — | +5.43% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.07% | — | +5.64% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.07% | — | — | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.07% | — | -3.17% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.07% | — | +1.45% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.07% | — | +6.24% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | — | +15.06% | |
| 40 | IDV | Ishares International Select | ETF-その他 | 0.06% | — | -3.51% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.06% | — | -6.90% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | — | +6.77% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.06% | — | +10.91% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.06% | — | -4.04% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.06% | — | +5.77% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.06% | — | +2.87% | |
| 47 | PCG | P G & E CORP | 株式-公益事業 | 0.05% | — | +3.32% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.05% | — | -13.86% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.05% | — | -1.13% | |
| 50 | EIX | Edison International | 株式-公益事業 | 0.05% | — | +0.05% |