CIK: 0001471474
申告総資産額
$31.6億
上位200銘柄を表示中（全493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 | NVDA | Nvidia CORP | 株式-IT | 17.30% | -1.73% | +1296.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.55% | -1.73% | +6.61% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.04% | -0.91% | +3.97% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.50% | — | -10.31% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.46% | +0.07% | +4.65% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.45% | +0.55% | +6.39% | |
| 7 | NE | Noble Corporation plc | 株式-エネルギー | 2.43% | +0.44% | +0.00% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 2.41% | -0.16% | +3.66% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.10% | +0.44% | +1.54% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.04% | -0.46% | +0.74% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.01% | -0.10% | +3.98% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.95% | -0.14% | +4.87% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.59% | -0.04% | -3.45% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.40% | +0.13% | +8.17% | |
| 15 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 1.38% | — | +1.67% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.35% | — | +6.84% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | -0.65% | +9.94% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.02% | — | +22.11% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +92.44% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.37% | +33.92% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | +0.03% | +20.61% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.86% | — | -2.74% | |
| 23 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.80% | — | -3.40% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | +11.64% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.67% | — | +2.94% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | +11.12% | |
| 27 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.59% | — | +8.65% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | +1.33% | |
| 29 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.58% | -0.02% | — | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.58% | +0.25% | — | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.57% | — | +2.15% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | +39.18% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.54% | — | -1.12% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.51% | — | -3.98% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.49% | — | -3.08% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.48% | — | +6.23% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.45% | -0.17% | +2.69% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | +4.45% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.37% | — | +1.31% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | — | — | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.36% | — | +7.15% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | -8.43% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.35% | — | -4.62% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.33% | — | -8.18% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | -6.59% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.32% | — | +2.97% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.32% | — | +45.52% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | +32.44% | |
| 49 | INDA | Ishares Msci India ETF | ETF-その他 | 0.31% | — | +4.13% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | +0.23% | +24.09% |