CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全1245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 | 3.02% | +0.11% | +3.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.27% | -0.54% | +3.55% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.06% | — | +88.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | +0.08% | +7.48% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | -0.17% | +5.00% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.89% | -0.02% | +3.54% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.88% | +0.10% | +5.07% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.85% | — | -1.61% | |
| 9 | AUSF | Global X Adaptive US Factor | ETF-その他 | 1.78% | — | +12.44% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.36% | — | -1.01% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.30% | +0.09% | +3.66% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.28% | — | +46.13% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.20% | -0.05% | +25.16% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.13% | — | -0.20% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | — | +1.41% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.08% | — | -3.16% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.07% | — | +6.70% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | -0.02% | +24.75% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.94% | +0.09% | -0.03% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | +0.15% | +12.49% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.82% | — | -2.57% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.80% | — | +35.31% | |
| 23 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.79% | — | +5.70% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.76% | — | +15.11% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | +0.06% | -1.25% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.69% | — | +6.83% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.68% | — | -33.00% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.67% | — | -1.75% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | +10.30% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | +0.01% | +3.23% | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.62% | — | +17.97% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | +3.43% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | +0.78% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +3.11% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.56% | — | -1.07% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | -0.35% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.56% | — | +1.85% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.55% | — | +1.17% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | -9.27% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +1.15% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | — | -1.38% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.51% | — | +1.53% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.51% | — | +7.28% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.50% | — | +24.87% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.50% | +0.05% | +168.95% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | +4.85% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | +0.36% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +15.77% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | +42.34% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +15.96% |