CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全1741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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.91% | -0.18% | +13.33% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.56% | — | +16.91% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.03% | +0.22% | +4.47% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.79% | -0.27% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.66% | — | +13.54% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.66% | — | +12.15% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.48% | — | +9.12% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.33% | — | +0.11% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | — | +6.89% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | +15.71% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.06% | — | +10.18% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | +0.13% | +0.76% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.93% | +0.05% | +3.62% | |
| 14 | DPLOEUR | Diplomat Pharmacy INC | 株式-その他 | 0.88% | — | -0.18% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.17% | +5.85% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.86% | — | +24.68% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | +0.07% | +5.76% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.80% | — | +2.72% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.73% | — | +2.45% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.68% | — | +11.78% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | +25.16% | |
| 22 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.66% | — | +9.45% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.13% | — | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.65% | — | +1.09% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | +8.52% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +0.95% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | -5.20% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.59% | — | -17.10% | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.58% | — | +18.07% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | +3.49% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | +13.22% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.56% | — | +11.92% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | -3.91% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.53% | — | +10.16% | |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.52% | — | +2.61% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | +0.05% | +40.59% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | +41.91% | |
| 38 | FTA | First Trust L C Val Alp | ETF-その他 | 0.49% | — | +9.38% | |
| 39 | ✓ | Powershares Dynamic Large Cap | 株式-その他 | 0.49% | — | +10.50% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +1.57% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -0.71% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.10% | +7.00% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +6.57% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.45% | — | +14.44% | |
| 45 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.45% | — | +0.77% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | — | -5.10% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.36% | -0.39% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +8.87% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | -0.59% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | +0.08% | +4.90% |