CIK: 0001471474
申告総資産額
$31.6億
上位200銘柄を表示中（全579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 | 15.59% | -1.73% | +2.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.39% | -0.91% | +1.24% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.62% | -1.73% | -10.22% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.07% | — | +36.15% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.82% | -0.14% | +5.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.56% | +0.55% | +4.97% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 2.54% | -0.16% | +3.42% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.42% | +0.07% | +0.54% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.19% | -0.46% | -3.39% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.94% | -0.10% | +3.91% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.79% | — | +1.45% | |
| 12 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 1.78% | -0.02% | +3.58% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.71% | +0.13% | +2.77% | |
| 14 | NE | Noble Corporation plc | 株式-エネルギー | 1.64% | +0.44% | +0.00% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.60% | -0.04% | +6.08% | |
| 16 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.49% | — | +1901.11% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | -0.65% | +1.10% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.21% | — | -0.97% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | +0.48% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.17% | -0.06% | +6.75% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | +0.03% | +3.25% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.89% | — | +8.29% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.37% | +0.41% | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.83% | — | +2.25% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.80% | — | +2.43% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.77% | — | +2.35% | |
| 27 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.69% | -0.44% | -22.50% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | +5.91% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.61% | — | -4.53% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | +0.44% | -70.58% | |
| 31 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.56% | — | +0.61% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | -9.92% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.53% | — | +2.57% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.51% | -0.17% | +0.56% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.51% | — | +1.94% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.49% | — | -39.84% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | +4.99% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -1.25% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.43% | — | +7.56% | |
| 40 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.42% | — | +1139.91% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -0.25% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +8.23% | |
| 43 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.35% | — | -51.06% | |
| 44 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.34% | — | -11.94% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | — | -0.14% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.34% | — | -0.92% | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.34% | — | +14.93% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.33% | — | +2.20% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.33% | — | -65.66% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.33% | — | +3.98% |