CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全1151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 | 2.92% | +0.11% | +3.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | +0.08% | +4.53% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.89% | — | -3.17% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.88% | -0.02% | +6.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.17% | -23.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.72% | -0.54% | -4.31% | |
| 7 | AUSF | Global X Adaptive US Factor | ETF-その他 | 1.50% | — | +16.13% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.42% | — | -7.91% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.33% | — | -30.75% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.27% | — | +65.63% | |
| 11 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.26% | — | -40.44% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | +0.10% | +217.61% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.23% | — | +12.09% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.17% | — | -42.73% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.17% | — | +8.93% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.13% | — | +1.31% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | — | -7.82% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.05% | +0.09% | +0.26% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.01% | — | +4.03% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.97% | — | +1620.85% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +0.15% | +1.27% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | -0.05% | +3.80% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.91% | — | -35.12% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | -0.02% | +10.00% | |
| 25 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.85% | — | +0.06% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.83% | — | +7.85% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.82% | +0.09% | +77.84% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.81% | — | +15.23% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | — | +563.56% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | — | +0.57% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | +0.06% | -4.19% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | +0.50% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +4.10% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | +10.15% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +10.05% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | -1.63% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | +4.29% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | +0.01% | +4.45% | |
| 39 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.60% | — | +15.35% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.59% | — | +594.79% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | -19.21% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.58% | — | +15.04% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.57% | — | +28.09% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | +11.50% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +1.65% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.49% | — | +0.87% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | -2.99% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +15.59% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.46% | — | -0.07% | |
| 50 | O | Realty Income CORP | 株式-不動産 | 0.46% | — | +5.98% |