CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全494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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.59% | — | +5.19% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.95% | -1.02% | +4.11% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.41% | +0.36% | +2.18% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.10% | +0.05% | +11.15% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.71% | -0.76% | +4.23% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.38% | — | +0.31% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.32% | — | +13.28% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | — | -3.05% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.16% | — | +4.88% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.05% | — | +9.64% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.98% | +0.14% | +12.30% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.94% | +0.08% | +9.95% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.58% | — | +17.57% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.46% | — | -0.31% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.46% | — | +6.56% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.46% | — | +0.18% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.37% | — | +1.83% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.32% | — | +6.77% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | — | +5.54% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.19% | — | +2.54% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.09% | — | +0.38% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | — | +7.67% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.98% | — | -16.94% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.98% | -0.38% | +8.11% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.97% | — | -2.01% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.97% | — | +2.24% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.95% | — | +7.06% | |
| 28 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.94% | — | +9.46% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.89% | — | -0.56% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.85% | -0.31% | -1.62% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.83% | — | -1.39% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | +4.44% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.73% | — | -2.63% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | +10.42% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.71% | — | +59.98% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +19.41% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | — | +5.34% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +12.95% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | +7.24% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +13.16% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.68% | — | +7.95% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +13.08% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | +3.43% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +4.06% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.63% | — | +112.42% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.63% | — | +7.04% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -2.07% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.59% | — | -4.10% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | -3.39% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -0.52% |