CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全2199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 | 4.00% | -0.18% | -8.15% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.75% | — | -3.90% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.14% | -0.27% | -1.27% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.77% | +0.22% | -1.20% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | — | -13.32% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.35% | — | -3.08% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.17% | -2.35% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.20% | — | -7.60% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.14% | — | -4.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | -0.17% | +4.57% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.25% | +2.39% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.95% | — | +11.00% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.36% | +0.75% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | -0.13% | +3.03% | |
| 15 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 0.82% | — | -1.07% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | +2.75% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.75% | — | -2.16% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | +0.05% | -5.14% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.68% | — | +22.54% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | -9.21% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.61% | — | +46.17% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.61% | — | +4.74% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.06% | +1.39% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | +0.05% | -1.44% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.54% | — | +32.09% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.53% | — | -13.55% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | — | +4.35% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.53% | — | -8.71% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +4.24% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +3.61% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | — | -11.11% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.48% | — | -6.26% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.13% | +4.85% | |
| 34 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.45% | — | -5.60% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.44% | — | +8.44% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +7.09% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.43% | — | +23.78% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.43% | — | +48.63% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +4.46% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.10% | +2.13% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | — | -25.02% | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.40% | — | +60.37% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | +6.53% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | — | +208.34% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.37% | — | +3.85% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | +0.07% | +10.12% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | -19.14% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | +0.07% | -4.81% | |
| 49 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.35% | — | +33.66% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.35% | — | +31.46% |