CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全2138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% | +2.22% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.45% | — | -2.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.92% | -0.27% | +7.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.90% | +0.22% | +2.78% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.68% | — | +10.11% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | — | +12.25% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.40% | — | +10.04% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.39% | — | +8.53% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | +0.05% | +0.52% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | -0.17% | +13.97% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.05% | — | -2.46% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.93% | — | -4.29% | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.85% | — | +17.04% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.17% | +13.03% | |
| 15 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.79% | — | +25.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | -0.13% | +6.69% | |
| 17 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 0.67% | — | +13.80% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.67% | — | +13.25% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.67% | — | +6.81% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | +3.02% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.59% | — | +29.55% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | +0.05% | +24.22% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.36% | +6.95% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | +4.01% | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.57% | — | +12.79% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.53% | — | +1.77% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | -0.90% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -9.86% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.13% | -5.15% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.48% | — | +2.47% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.10% | -12.11% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | -0.06% | +18.20% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.45% | — | +13.73% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | +0.07% | -19.62% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.43% | — | +2.34% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | -9.05% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.40% | — | +158.75% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -1.04% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | -15.89% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -10.22% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | -11.40% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | +14.23% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | -42.03% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.37% | — | +0.64% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +13.73% | |
| 46 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.35% | — | +13.05% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | +14.65% | |
| 48 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.33% | — | -2.22% | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.33% | — | +56.65% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.08% | +4.31% |