CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全922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 | 2.58% | — | -2.71% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.32% | — | +3.90% | |
| 3 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.16% | — | +1.69% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.08% | +0.11% | +13.80% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.05% | -0.54% | -1.33% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.99% | — | -1.02% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.92% | — | -2.11% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.92% | +0.08% | -0.42% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.87% | — | +0.74% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.85% | — | -0.99% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.45% | -0.17% | +2.48% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.34% | -0.05% | -7.41% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | — | +8.42% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.08% | — | -2.65% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.01% | +0.09% | +1.65% | |
| 16 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.99% | — | -7.86% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | +0.06% | -0.48% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.97% | — | -14.40% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -0.68% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | — | -4.01% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | -0.02% | +5.07% | |
| 22 | O | Realty Income CORP | 株式-不動産 | 0.87% | — | +4.89% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.81% | — | +34.71% | |
| 24 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.77% | — | +5.01% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | -1.47% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | -3.46% | |
| 27 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.71% | — | +1.65% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -2.92% | |
| 29 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.70% | — | +19.80% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +10.78% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | -14.96% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.66% | — | -2.01% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.64% | — | -11.08% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | +0.01% | +11.04% | |
| 35 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.60% | — | +2.93% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | -1.16% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +1.59% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | -11.78% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +2.97% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | +0.06% | +4.07% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.55% | — | +3.79% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -3.50% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -1.98% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | -0.08% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.50% | — | +219.59% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.48% | — | +14.33% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | +0.15% | +10.22% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | -0.92% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | +0.11% | +1.68% | |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.45% | — | -1.78% |