CIK: 0001512024
申告総資産額
$573.0億
上位200銘柄を表示中（全1666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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.45% | — | -34.65% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.63% | -0.22% | +356.33% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | — | +8.29% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.92% | — | -34.50% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.68% | — | -41.59% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.08% | +0.07% | +1.65% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.00% | — | +2.14% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.38% | -0.16% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | -6.06% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | -43.82% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.41% | — | +150.49% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | — | -44.47% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.19% | — | -0.68% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.19% | -0.21% | +1.27% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.18% | — | +1.49% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.09% | -0.08% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | — | +12.78% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -5.61% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -0.66% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.01% | — | +3270.32% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -2.09% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | +0.05% | -1.03% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -5.27% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +152.32% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +1.00% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.69% | — | +0.27% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -0.49% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.65% | — | -3.45% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -0.69% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.63% | — | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | +18.64% | |
| 32 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.61% | — | -0.96% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.61% | — | +18.81% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.05% | -1.28% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | +0.06% | -0.07% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | -40.78% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.56% | — | +30.33% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | — | -1.00% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.55% | — | +27.20% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.55% | — | -20.70% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.54% | — | +16.84% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +1.41% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | +0.11% | -4.17% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +1.91% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | — | -0.64% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.47% | — | -0.70% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | +0.16% | +4.30% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +1.65% | |
| 49 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.44% | — | +805.18% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | -4.53% |