CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全917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% | — | -0.02% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.32% | — | +5.39% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.30% | — | -2.70% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.14% | +0.11% | +1.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.08% | -0.54% | -1.98% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.02% | — | +5.66% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.93% | — | -1.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | +0.08% | -0.92% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.88% | — | -6.32% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.85% | — | -0.67% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | -0.17% | -1.97% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.26% | — | +3.13% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.19% | -0.02% | +33.65% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | -0.05% | -16.92% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.05% | — | -3.19% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.02% | +0.09% | -2.70% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | — | +8.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | +0.06% | -2.05% | |
| 19 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.97% | — | +25.30% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.90% | — | -8.69% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.90% | — | -5.94% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | -1.63% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | +22.45% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.86% | — | +1.60% | |
| 25 | O | Realty Income CORP | 株式-不動産 | 0.84% | — | -2.38% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.74% | — | +0.15% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | -3.84% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | +0.54% | |
| 29 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.70% | — | -0.50% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | +1.85% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | +0.01% | +0.87% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | +1.52% | |
| 33 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.60% | — | -0.34% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.59% | — | +80.21% | |
| 35 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.57% | — | -8.27% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.56% | — | +13.30% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -2.34% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.55% | +0.06% | -1.05% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +0.02% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.54% | — | +2.57% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | -11.78% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.51% | — | -4.07% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | +0.11% | +0.96% | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.49% | — | -11.64% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | -3.55% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | +0.15% | +4.55% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.47% | — | -0.17% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | +10.96% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | -5.32% | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.45% | — | — |