CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全736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 | 6.27% | +0.86% | +0.96% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.14% | +0.45% | +1.63% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.34% | -0.76% | +0.32% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.28% | -1.02% | +1.47% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | — | +2.12% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.49% | — | -2.81% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.45% | +0.01% | +5.62% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.21% | — | +25.58% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.83% | -0.23% | +17.68% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.80% | — | +16.92% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.66% | -0.20% | +9.87% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.56% | — | -5.58% | |
| 13 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.51% | -0.23% | +22.03% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.35% | -0.38% | -8.51% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.34% | — | +0.17% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | +0.08% | +1.26% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.29% | -0.31% | +3.80% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | +0.54% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | +0.05% | +2.12% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.13% | — | -1.78% | |
| 21 | XMVM | Invesco S&p Midcap Value Wit | ETF-その他 | 1.02% | -0.21% | -2.50% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | +0.26% | -2.99% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.00% | — | +2.74% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.98% | +0.03% | +3.98% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.94% | — | -1.27% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.88% | +1.06% | +44.51% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | +0.06% | +11.44% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.85% | — | +44.94% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.83% | — | -1.32% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.83% | — | -2.91% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.80% | — | +1.70% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | — | +4.15% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.78% | — | +3.19% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.78% | — | +2.25% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | +0.13% | -0.38% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | — | +61.66% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.75% | +0.10% | +2.03% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -8.89% | |
| 39 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 0.73% | +0.27% | +14.01% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.66% | — | -2.81% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.61% | +0.36% | -0.62% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.60% | +0.19% | +50.25% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.59% | — | +0.49% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +1.47% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.54% | +0.09% | -11.33% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | -12.33% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.45% | — | -3.07% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.44% | — | +0.21% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +0.06% | |
| 50 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.41% | — | +3.29% |