CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全1996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 | 5.12% | -0.18% | +4.92% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.92% | — | +5.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | +0.22% | +7.36% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.92% | -0.27% | +4.43% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.66% | — | +5.59% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | — | +5.96% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.39% | — | +5.32% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.34% | — | +0.53% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +3.34% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | -0.17% | +8.29% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.13% | +0.05% | +9.87% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.05% | — | +4.67% | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.95% | — | +5.67% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | -0.13% | +4.99% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | — | +11.49% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.13% | +1.50% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.71% | — | +9.40% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | +10.51% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.10% | +2.96% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.67% | — | +0.93% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +3.32% | |
| 22 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 0.64% | — | +4.96% | |
| 23 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.64% | — | +17.77% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.62% | — | +4.22% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | +51.57% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +1.12% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.17% | +15.56% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.55% | — | +5.30% | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.55% | — | +3.81% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +1.40% | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.49% | — | +150.97% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.36% | +4.93% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | +0.07% | -26.37% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.48% | — | +39.37% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | +3.78% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +14.75% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | — | -0.68% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | +0.05% | +11.82% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | +23.76% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +1.20% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | +34.37% | |
| 42 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.41% | — | -24.28% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +1.57% | |
| 44 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.39% | — | +1.40% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.39% | — | +8.95% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.39% | — | +9.86% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +1.44% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.08% | +5.10% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.35% | — | +17.28% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.34% | — | -8.38% |