CIK: 0001624758
申告総資産額
$38.1億
上位200銘柄を表示中（全757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 | 9.57% | +3.19% | NEW | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.04% | +8.00% | NEW | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.75% | — | +6.08% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.24% | +1.07% | NEW | |
| 5 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 4.08% | — | +1.38% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.88% | +3.15% | NEW | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.97% | — | +3.90% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.48% | — | +6.36% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.26% | — | +6.93% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.80% | +1.91% | NEW | |
| 11 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.72% | — | +5.21% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.59% | — | +5.85% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.49% | +0.58% | NEW | |
| 14 | AAPL | Apple INC | 株式-IT | 1.45% | +1.33% | NEW | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.45% | — | +7.07% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.31% | — | +9.18% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | +1.19% | NEW | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.25% | — | +12.56% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.08% | — | -10.22% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.02% | +2.22% | NEW | |
| 21 | GII | State Street Spdr S&p Global | ETF-その他 | 0.90% | — | +8.75% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.82% | — | +9.70% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | +8.31% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -2.47% | |
| 25 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.65% | — | -14.47% | |
| 26 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.65% | — | +11.75% | |
| 27 | DHI | Dr Horton INC | 株式-一般消費財 | 0.56% | — | -4.53% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.55% | — | -0.25% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | +0.44% | NEW | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.54% | — | -3.43% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.54% | — | -3.89% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.53% | — | -6.88% | |
| 33 | ROL | Rollins INC | 株式-一般消費財 | 0.53% | — | -4.24% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.52% | — | -0.90% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | +0.88% | NEW | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | -2.66% | |
| 37 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.49% | — | -1.30% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.49% | — | +0.25% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | -0.66% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.48% | — | +12.92% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -2.90% | |
| 42 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.44% | — | -4.01% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.43% | — | -0.99% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.43% | — | -0.82% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | -0.23% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.50% | NEW | |
| 47 | WM | Waste Management INC | 株式-資本財 | 0.41% | — | -2.67% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.40% | — | -0.47% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.40% | — | +13.72% | |
| 50 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.39% | — | -6.89% |