CIK: 0001590214
申告総資産額
$24.6億
上位200銘柄を表示中（全283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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 20.12% | +0.50% | -1.27% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 16.97% | +1.02% | -5.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.77% | +0.29% | +5.48% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 5.66% | +0.01% | +0.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.77% | +0.39% | +1.97% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.55% | +0.21% | -1.12% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.62% | +0.12% | -0.17% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.60% | +0.15% | -1.51% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.66% | +0.01% | -2.02% | |
| 10 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 1.35% | — | +0.11% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.31% | — | +21.78% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.30% | +0.05% | -0.61% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.27% | — | -2.92% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.20% | +0.01% | +9.82% | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.13% | — | -4.79% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.02% | — | +49.96% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | -0.27% | -3.47% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | — | +28.93% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.89% | — | -1.85% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.78% | -0.05% | +1.64% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.77% | — | +2.72% | |
| 22 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.70% | — | -10.21% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.69% | — | +12.13% | |
| 24 | REET | Ishares Global Reit ETF | ETF-その他 | 0.68% | — | -0.74% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.67% | — | +4.41% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.65% | — | -5.00% | |
| 27 | STRL | Sterling Infrastructure INC | 株式-資本財 | 0.64% | +0.15% | -8.06% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.64% | — | -0.46% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.60% | — | -3.38% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.59% | — | +6.72% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +9.60% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.56% | — | +3.24% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.51% | — | +3.28% | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.49% | — | +2.56% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.48% | — | -3.32% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.15% | +6.96% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +5.42% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.44% | -0.08% | +45.16% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | — | -4.52% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | +0.03% | -2.68% | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.38% | — | -8.02% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +45.39% | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.35% | — | -2.01% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | — | +0.73% | |
| 45 | VRRM | Verra Mobility CORP | 株式-その他 | 0.34% | -0.17% | EXIT | |
| 46 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.34% | — | +49.51% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.29% | — | +6.83% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -0.04% | +3.17% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.02% | +6.92% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.26% | — | +1.18% |