CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全2311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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.94% | +0.86% | +2.34% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.22% | +0.45% | +2.03% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.32% | -1.02% | -0.41% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.95% | -0.76% | +3.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.57% | — | +0.29% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.46% | +0.01% | +8.23% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.26% | — | +1.13% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.00% | — | -6.25% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.59% | -0.20% | +4.65% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.57% | — | -1.96% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.48% | -0.23% | +20.37% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.45% | — | +22.93% | |
| 13 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.43% | — | +18.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.36% | +0.08% | +0.45% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.27% | +0.09% | +4.10% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.26% | — | +2.07% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.18% | — | +3.25% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.16% | +0.26% | +21.71% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.15% | +0.05% | -9.03% | |
| 20 | XMVM | Invesco S&p Midcap Value Wit | ETF-その他 | 1.10% | -0.21% | +49.94% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.08% | -0.31% | +4.46% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.01% | — | +1.56% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.99% | — | +1.62% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.96% | — | -2.35% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.93% | — | +3.30% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | — | +0.83% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.92% | +0.03% | -2.19% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | -5.57% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.85% | +0.10% | +3.52% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | +0.06% | -1.42% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | — | +1.93% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.78% | — | +4.85% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.78% | — | +3.55% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | +0.13% | +0.71% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.76% | — | +4.08% | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.65% | — | -28.17% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.64% | +0.36% | +30.65% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.64% | — | +2.23% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | +14.54% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.61% | — | +4.68% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.59% | — | -27.27% | |
| 42 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 0.54% | +0.27% | +12.32% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | -0.86% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.46% | — | -5.82% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -3.60% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +23.52% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.44% | — | -2.22% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | -1.08% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +0.85% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +1.81% |