CIK: 0001624758
申告総資産額
$38.1億
上位200銘柄を表示中（全374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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.60% | +3.19% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.79% | +3.15% | NEW | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.87% | — | +3.19% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.75% | +1.07% | NEW | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.99% | — | +5.04% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.73% | +1.91% | NEW | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.56% | — | +4.74% | |
| 8 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 3.27% | — | +5.76% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.34% | — | +4.91% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.24% | — | +4.32% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.11% | — | +4.30% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.90% | — | +2.65% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.73% | — | +5.24% | |
| 14 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.38% | — | +5.63% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.24% | — | +4.71% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.00% | — | +4.89% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.96% | — | +7.06% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.90% | — | +0.63% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.66% | — | +9.16% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | — | +18.30% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.57% | +1.33% | NEW | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 0.57% | — | +1.34% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 0.56% | — | -1.58% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.55% | — | +7.36% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.54% | — | +12.66% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +0.46% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | +6.34% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | +1184.79% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.50% | — | -1.20% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | +0.88% | NEW | |
| 31 | AVGO | Broadcom Inc. | 株式-IT | 0.49% | — | +2.62% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +4.02% | |
| 33 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.48% | — | +11.76% | |
| 34 | ROL | Rollins INC | 株式-一般消費財 | 0.48% | — | +1.74% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.48% | — | +1.62% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.48% | +1.19% | NEW | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.47% | — | +0.98% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | +0.44% | NEW | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | — | +2.11% | |
| 40 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.46% | — | — | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.46% | — | +5.33% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.46% | — | +2.65% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +1.71% | |
| 44 | STT | State Street CORP | 株式-金融 | 0.45% | — | +4.98% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | — | |
| 46 | DHI | Dr Horton INC | 株式-一般消費財 | 0.45% | — | +4.42% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | -1.56% | |
| 48 | RTN1USD | Raytheon Company | 株式-その他 | 0.44% | — | +4.54% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.44% | +0.70% | NEW | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +0.05% |