CIK: 0001624758
申告総資産額
$38.1億
上位200銘柄を表示中（全439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 | 10.04% | +3.19% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.76% | +3.15% | NEW | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.50% | — | +2.96% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.53% | +1.07% | NEW | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.16% | — | +3.15% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.93% | +1.91% | NEW | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 3.70% | — | +3.52% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.33% | — | +3.89% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.18% | — | +3.82% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.16% | — | +4.66% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.03% | — | +5.10% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | — | +3.06% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.17% | — | +4.14% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.02% | — | -0.91% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.02% | — | +200.00% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.97% | — | +3.04% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.90% | — | +5.85% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.85% | — | +1.42% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.76% | — | +21.34% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | +4.50% | |
| 21 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.68% | — | +1.59% | |
| 22 | DHI | Dr Horton INC | 株式-一般消費財 | 0.61% | — | +1.08% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.57% | — | +4.03% | |
| 24 | THO | Thor Industries INC | 株式-一般消費財 | 0.57% | — | +1.76% | |
| 25 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | +4.60% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | — | +4.00% | |
| 27 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.53% | — | +6.91% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 0.52% | — | -8.84% | |
| 29 | ICE | Intercontinental Exchange In | 株式-金融 | 0.52% | — | +0.10% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.51% | +1.33% | NEW | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.51% | +1.19% | NEW | |
| 32 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.51% | — | +18.92% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.51% | — | +3.27% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.50% | — | +13.90% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | +0.44% | NEW | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.50% | — | -1.58% | |
| 37 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.50% | — | +2.94% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.50% | — | +19.60% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | +2.91% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.49% | — | +3.49% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +25.49% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | +0.88% | NEW | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +2.92% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.48% | — | +2.76% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.48% | +0.70% | NEW | |
| 46 | RTN1USD | Raytheon Company | 株式-その他 | 0.48% | — | +2.96% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.48% | +0.53% | NEW | |
| 48 | STT | State Street CORP | 株式-金融 | 0.47% | — | +3.62% | |
| 49 | ROL | Rollins INC | 株式-一般消費財 | 0.47% | — | -5.81% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | -9.93% |