CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全1127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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.98% | +0.11% | +54.12% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.40% | — | +15.99% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.36% | -0.54% | +13.50% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.13% | — | +2.78% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.10% | +0.08% | +5.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.03% | -0.02% | +12.64% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.02% | — | +3.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | -0.17% | +22.89% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.44% | — | +242.12% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.28% | — | -7.68% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.27% | — | +21.03% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | — | +26.43% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.26% | +0.09% | +9.53% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.25% | — | -0.64% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.19% | -0.02% | +14.48% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.18% | — | +9.81% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.15% | — | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | — | +31.80% | |
| 19 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 1.05% | — | +0.94% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | -0.05% | — | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.00% | +0.09% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +0.15% | +13.87% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | +0.06% | +10.95% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.84% | — | +8.83% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.82% | — | +10.80% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | +7.57% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.81% | — | +10.49% | |
| 28 | AUSF | Global X Adaptive US Factor | ETF-その他 | 0.80% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | — | |
| 30 | O | Realty Income CORP | 株式-不動産 | 0.69% | — | +12.54% | |
| 31 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.68% | — | +180.30% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.66% | — | +9.25% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | +0.01% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | +17.85% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +10.02% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +20.24% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +10.69% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | +8.76% | |
| 41 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.53% | — | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.52% | — | +0.33% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | +10.34% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.44% | — | +15.15% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.42% | +0.01% | — | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.41% | — | +1.64% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | — | |
| 48 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.39% | — | +16.48% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | +18.63% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | — | +7.46% |