CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全224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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 11.28% | — | +16.39% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.58% | — | +804.92% | |
| 3 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 6.44% | — | +12718.03% | |
| 4 | UBS | UBS Group AG | 株式-金融 | 6.00% | — | -7.91% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.46% | — | +21.09% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.22% | -0.71% | -4.60% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.15% | -0.27% | +4.33% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.83% | — | -2.13% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.83% | — | +0.38% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.78% | -0.01% | +0.10% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.63% | +0.05% | +71.31% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.38% | -0.25% | +750.62% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.33% | +3.60% | -3.71% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.99% | — | +7.55% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | -0.02% | -6.10% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.86% | — | +1082.65% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -1.86% | |
| 18 | UBS | UBS Group AG | 株式-金融 | 1.36% | — | +85.56% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.32% | — | -0.10% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.29% | +0.03% | -0.90% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.26% | -0.02% | +3.60% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.25% | — | +26.65% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.15% | +0.02% | -0.20% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.03% | +0.03% | +1.91% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | +0.57% | |
| 26 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.92% | — | +11.27% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.89% | -0.13% | +58.40% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 0.77% | — | -0.46% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.77% | — | -23.95% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.70% | — | +8.52% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | — | -1.60% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.67% | — | +9.26% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -5.68% | |
| 34 | IDV | Ishares International Select | ETF-その他 | 0.53% | — | -0.62% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | +0.01% | -0.52% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.51% | — | -1.17% | |
| 37 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.48% | — | -12.44% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | +0.08% | +21.20% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.45% | — | +0.01% | |
| 40 | IYLD | Ishares Morningstar Multi-as | ETF-その他 | 0.43% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.01% | -1.18% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.41% | — | +142.04% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | +0.08% | -0.20% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | -2.06% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.38% | — | -0.12% | |
| 46 | RY | Royal Bank Of Canada | 株式-金融 | 0.38% | +0.02% | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.36% | -0.12% | EXIT | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.34% | — | -2.25% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | +0.01% | +203.93% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | -4.29% |