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 | 9.73% | -0.44% | -0.97% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 9.15% | -0.43% | +0.22% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.74% | -0.14% | -3.53% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.02% | -0.25% | +12.01% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.07% | +0.02% | -0.06% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.69% | +0.03% | +1.47% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.53% | — | +0.06% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.20% | -0.10% | -0.34% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.19% | — | +0.21% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | +0.24% | -1.32% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.05% | +0.06% | +0.86% | |
| 12 | BALL | Ball CORP | 株式-一般消費財 | 1.82% | +0.05% | -9.32% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.68% | +0.05% | +2.95% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.66% | — | -0.98% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.43% | -0.21% | -6.49% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.29% | +0.07% | +2.76% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | — | -1.92% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.20% | — | +1.15% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.17% | — | -1.35% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.15% | +0.03% | -0.30% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.11% | — | -1.61% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.10% | — | -4.22% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.05% | +0.07% | +12.71% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.04% | +0.02% | +0.39% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.15% | +0.11% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | +0.08% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | -1.89% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | +0.05% | +4.51% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | -0.53% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.70% | +0.19% | +66.09% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.68% | — | -0.29% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | +0.01% | +1.69% | |
| 34 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.61% | +0.19% | +11.01% | |
| 35 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.53% | -0.38% | +3.09% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | +0.07% | +3.08% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | -4.07% | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.51% | — | -1.19% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | -0.49% | |
| 40 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.50% | — | +1.48% | |
| 41 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.47% | -0.12% | — | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.46% | — | +0.87% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | +2.22% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.42% | — | -7.61% | |
| 45 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.40% | — | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.39% | +0.10% | +0.08% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.39% | +0.06% | +0.05% | |
| 48 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.37% | — | -0.19% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.37% | — | -2.58% | |
| 50 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.36% | — | -7.29% |