CIK: 0001388829
申告総資産額
$46.1億
上位200銘柄を表示中（全447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 | 9.66% | -0.44% | -0.75% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.91% | -0.43% | +0.04% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.87% | -0.14% | -1.21% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.27% | -0.25% | +6.34% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.15% | +0.02% | +3.71% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.66% | — | -0.08% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.58% | +0.03% | +2.30% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.35% | +0.06% | -0.39% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.24% | — | +1.88% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.19% | -0.10% | -0.32% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | +0.24% | +0.05% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.72% | +0.05% | +5.67% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.60% | — | -0.26% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.47% | -0.21% | +0.17% | |
| 15 | BALL | Ball CORP | 株式-一般消費財 | 1.40% | +0.05% | -7.63% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.33% | +0.07% | +4.81% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | — | +0.01% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.21% | +0.03% | +1.79% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.16% | — | +1.43% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.12% | — | -2.08% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.11% | — | -2.97% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.10% | — | -0.48% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.07% | +0.07% | +5.40% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.06% | +0.02% | +2.34% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.15% | -1.86% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | -2.87% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -0.67% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | +0.05% | +2.24% | |
| 29 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.80% | +0.19% | +29.17% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.79% | +0.19% | +7.81% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | -0.56% | |
| 32 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.68% | -0.38% | +6.53% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | +0.01% | +5.65% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | — | -4.82% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | — | +1.55% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | -0.77% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | +0.07% | +0.57% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.50% | — | +0.23% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.49% | — | +4.70% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.49% | — | -1.78% | |
| 42 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.43% | — | -3.45% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.43% | — | -2.13% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | +0.10% | +2.51% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -2.42% | |
| 46 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.40% | -0.12% | — | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.37% | +0.06% | -11.54% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | -2.76% | |
| 49 | VFC | Vf CORP | 株式-一般消費財 | 0.35% | — | -7.54% | |
| 50 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.35% | — | — |