CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全739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 | 6.80% | +0.86% | +1.50% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.13% | +0.45% | +7.67% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.04% | -0.76% | +1.62% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.99% | -1.02% | +0.61% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.34% | — | -3.10% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.28% | +0.01% | -4.38% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.96% | — | -18.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | — | -2.66% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.56% | -0.20% | -1.50% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.54% | — | -4.25% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.54% | -0.23% | -0.22% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.46% | — | -3.45% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.45% | +0.03% | -3.86% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | +0.08% | -0.69% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.41% | -0.23% | +2.77% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.25% | -0.31% | -0.16% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | +0.26% | +4.07% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | — | +4.43% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.20% | — | -0.70% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.20% | +0.05% | +2.07% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.13% | -0.38% | +3.96% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.02% | — | +4.64% | |
| 23 | XMVM | Invesco S&p Midcap Value Wit | ETF-その他 | 1.02% | -0.21% | -1.48% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.93% | +1.06% | -3.33% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.91% | — | -0.89% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | +5.09% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | +0.06% | -8.40% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | +0.13% | -0.54% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | +4.11% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.84% | +0.36% | +18.10% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.81% | — | -2.53% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.79% | +0.10% | +4.04% | |
| 33 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 0.79% | +0.27% | -3.03% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.75% | — | +8.77% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.75% | — | +9.25% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.75% | — | -13.35% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.73% | — | +9.55% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.71% | — | -3.19% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.69% | — | -0.25% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | +0.67% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.62% | — | -17.37% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | — | -0.08% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +3.49% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.57% | +0.19% | +50.99% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.56% | — | +29.55% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | -5.55% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.50% | — | +10.49% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | +1.64% | +11.30% | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.47% | — | +8.21% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | +7.50% |