CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全919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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 2.65% | — | -3.06% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.17% | — | -7.54% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.09% | -0.54% | -0.89% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.08% | — | +3.75% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.00% | — | +5.08% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 1.94% | — | +2.25% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.94% | — | -6.37% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | +0.08% | +0.18% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.82% | — | +0.96% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.77% | +0.11% | +40.08% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | -0.05% | -5.47% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.17% | +3.39% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.23% | — | +4.23% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.13% | — | +24.39% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.11% | — | +3.17% | |
| 16 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.07% | — | +8.37% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | — | -2.66% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | +0.06% | +2.64% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.95% | +0.09% | +3.25% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | -2.29% | |
| 21 | O | Realty Income CORP | 株式-不動産 | 0.90% | — | -0.78% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.81% | — | +2.66% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.80% | -0.02% | +20.95% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | — | +11.22% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | -0.28% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | -3.55% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | -17.10% | |
| 28 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.71% | — | -2.54% | |
| 29 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.70% | — | -1.12% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | +17.09% | |
| 31 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.63% | — | -1.97% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.63% | — | +3.33% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | +201.25% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | -0.78% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.58% | — | +1.91% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +1.08% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +6.24% | |
| 38 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.57% | — | +0.44% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | +3.86% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +2.87% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | +0.01% | +22.25% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.52% | — | +2.29% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.52% | — | +4.27% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | +15.04% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.51% | +0.06% | +47.63% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | -0.45% | |
| 47 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.45% | — | +3.49% | |
| 48 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.43% | — | -15.59% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | — | -6.40% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | +0.11% | -2.97% |