CIK: 0001471474
申告総資産額
$36.2億
上位200銘柄を表示中（全396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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.12% | +0.47% | +1.00% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.72% | -0.14% | +0.61% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.03% | +0.03% | -2.84% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 3.20% | -1.25% | +5.63% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.82% | +0.04% | -11.86% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.43% | -0.17% | +11.07% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.30% | +0.04% | -6.74% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.22% | -0.15% | +7.16% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.13% | +0.10% | +2.59% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.97% | +0.01% | +9.00% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.82% | -0.25% | +10.72% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.55% | — | +33.60% | |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.33% | — | +5.20% | |
| 14 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.23% | — | -10.37% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.21% | — | +4.89% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.18% | +0.12% | +11.28% | |
| 17 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 1.13% | — | +5.99% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.10% | +0.02% | -16.01% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | -0.36% | -14.93% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | +13.49% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.06% | — | +2.44% | |
| 22 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.04% | +0.04% | -2.10% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.87% | — | -11.22% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | +0.04% | +19.97% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | -4.33% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.80% | — | -8.62% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.80% | — | +1.45% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.80% | — | +6.94% | |
| 29 | MLN | Vaneck Long Muni ETF | ETF-その他 | 0.78% | — | -4.94% | |
| 30 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.77% | — | -12.56% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.76% | — | -7.63% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.71% | — | +11.83% | |
| 33 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.69% | — | -4.50% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -11.27% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | -0.02% | +6.10% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.65% | — | -1.17% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | +5.92% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.58% | +0.13% | +277.25% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -6.20% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.55% | — | +103.98% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.53% | — | -3.33% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | +0.02% | -3.36% | |
| 43 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.47% | — | -9.15% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | -12.30% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | +36.39% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.46% | — | -40.07% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.45% | — | -6.94% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | -0.11% | +2.43% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | -4.78% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.42% | — | -14.43% |