CIK: 0001388829
申告総資産額
$46.1億
上位200銘柄を表示中（全442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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.94% | -0.44% | -2.68% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 9.22% | -0.43% | -0.18% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.40% | -0.14% | -2.62% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.94% | — | -0.03% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.92% | -0.25% | +18.38% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.88% | +0.02% | -0.14% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.71% | +0.03% | +0.59% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.54% | +0.06% | -1.12% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.22% | -0.10% | -2.56% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | — | -0.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.16% | +0.24% | +0.99% | |
| 12 | BALL | Ball CORP | 株式-一般消費財 | 2.10% | +0.05% | +13.22% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.56% | — | -3.99% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.55% | -0.21% | -0.42% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.50% | +0.05% | +3.26% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.30% | — | -4.44% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | — | -0.45% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.24% | — | -1.91% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.15% | +0.07% | -1.65% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.12% | +0.03% | -0.19% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.12% | — | +0.28% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.06% | +0.02% | +0.62% | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.05% | — | -2.95% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | -2.01% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.15% | +1.01% | |
| 26 | VFC | Vf CORP | 株式-一般消費財 | 0.82% | — | -3.42% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | +0.05% | +2.58% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +1.38% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | +0.07% | +10.70% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | -0.44% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | — | -1.54% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.65% | — | — | |
| 33 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.63% | -0.12% | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | +0.01% | +1.05% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.57% | +0.07% | -2.41% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.55% | — | -0.95% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.53% | — | +1.06% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.49% | — | -3.93% | |
| 39 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.49% | — | — | |
| 40 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.49% | +0.19% | +10.59% | |
| 41 | KTB | Kontoor Brands INC | 株式-一般消費財 | 0.45% | — | -36.65% | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.41% | — | +1.95% | |
| 43 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | — | +1.33% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.39% | — | -6.55% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.39% | — | +11.63% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | +0.10% | +0.69% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.37% | -0.38% | +13.71% | |
| 48 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.36% | — | -0.12% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | +1.56% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -2.02% |