CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全1195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 | 2.93% | +0.11% | +2.17% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.97% | — | +4.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | +0.08% | -1.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.17% | +2.23% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | -0.02% | -0.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.75% | +0.10% | +43.89% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.70% | -0.54% | -0.01% | |
| 8 | AUSF | Global X Adaptive US Factor | ETF-その他 | 1.58% | — | +8.72% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.56% | — | +22.53% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.32% | — | +9.48% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.25% | — | -9.94% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.19% | +0.09% | +6.18% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | — | -1.00% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.12% | — | -4.77% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.09% | — | -0.60% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | — | +7.57% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.04% | — | +3.30% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.04% | — | +10.38% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.02% | +0.09% | +33.02% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | -0.05% | +8.51% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.15% | -4.30% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.89% | — | -31.36% | |
| 23 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.89% | — | +10.87% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | -0.02% | -0.76% | |
| 25 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.80% | — | -2.47% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | +0.06% | +9.14% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | -35.00% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.73% | — | -7.48% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | +0.01% | +13.15% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | +1.80% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.64% | — | +11.03% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.63% | — | +6.59% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +4.10% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +3.06% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.61% | — | +8.12% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +3.78% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | -0.13% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.59% | — | +8.94% | |
| 39 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.59% | — | +3.72% | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.58% | — | +21.70% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.57% | — | -25.55% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +17.42% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | — | +123.34% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.55% | — | -25.93% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | -1.07% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +2.47% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | -43.81% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | -0.47% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | +9.81% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -19.48% |