CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全1605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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.80% | +0.45% | +2.58% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.33% | +0.86% | -0.71% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.68% | -1.02% | +4.19% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.13% | -0.76% | +2.43% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.86% | — | -2.24% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.75% | — | -2.34% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | +0.05% | -3.14% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.19% | — | -5.17% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.08% | +0.01% | -0.31% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.96% | — | -0.71% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.51% | +0.08% | -0.16% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | — | +5.96% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.36% | +0.09% | +4.51% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.27% | — | -2.66% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.25% | — | -0.34% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.16% | -0.31% | +3.51% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.15% | — | +0.53% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.06% | — | +5.17% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.05% | — | +0.51% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.05% | — | +2.59% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | +0.88% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.04% | — | +3.91% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.02% | — | +5.59% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.98% | — | +2.77% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.98% | — | +4.59% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.97% | — | +6.06% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.92% | +0.13% | +1.74% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | -1.19% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.80% | — | +0.93% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | — | +6.12% | |
| 31 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.73% | — | +4.03% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.65% | +0.03% | -1.50% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | +8.46% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.62% | — | +0.36% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +0.31% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.61% | — | +3.19% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | +4.54% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.60% | +0.36% | -2.19% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | — | -22.75% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.57% | — | -0.03% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | -0.57% | |
| 42 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.53% | — | +3.76% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.51% | — | +0.29% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | -7.42% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | +0.14% | +1.65% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -3.58% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.47% | — | +1.91% | |
| 48 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.47% | — | +1.35% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +0.28% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.45% | — | -0.09% |