CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全230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 | 14.70% | — | +4.05% | |
| 2 | UBS | UBS Group AG | 株式-金融 | 5.23% | — | -5.03% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.40% | — | -8.56% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.35% | -0.71% | +2.20% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.28% | -0.27% | +2.54% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 4.25% | — | +8.80% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.22% | — | +9.80% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.55% | — | +2.23% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.48% | -0.01% | -2.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.89% | +3.60% | -4.60% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.59% | +0.05% | -3.41% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.24% | -0.02% | -2.87% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.05% | — | -4.15% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.72% | +0.03% | -5.12% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.54% | +0.02% | -3.17% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | -1.13% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.47% | — | +0.15% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.35% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.16% | +0.03% | -0.59% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.07% | -0.02% | -3.34% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | -0.13% | -0.84% | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.97% | — | -12.42% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.97% | — | -0.43% | |
| 24 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.89% | — | -0.43% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | -2.99% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | +0.08% | +15.09% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.72% | — | -0.43% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | +0.01% | +4.50% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.70% | — | -2.39% | |
| 30 | IDV | Ishares International Select | ETF-その他 | 0.67% | — | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.63% | -0.25% | -14.70% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.62% | — | -0.96% | |
| 33 | UBS | UBS Group AG | 株式-金融 | 0.60% | — | -18.78% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -4.77% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | -17.77% | |
| 36 | IYLD | Ishares Morningstar Multi-as | ETF-その他 | 0.55% | — | +8.28% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.01% | -4.46% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.52% | — | — | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | -1.96% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -3.47% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.46% | — | -0.19% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.44% | — | -12.79% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | +0.08% | -4.57% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.41% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +8.88% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.36% | — | -9.31% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | +0.01% | +13.00% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.33% | — | -0.30% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.33% | — | +1.02% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.32% | — | -12.58% |