CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全3484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% | -5.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.81% | -0.54% | +3.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.26% | +0.10% | -21.23% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.24% | -0.02% | +13.70% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | -0.17% | -19.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | +0.08% | +1.59% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.72% | +0.09% | +6.28% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.49% | — | +1.89% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.41% | — | +4.98% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | +0.15% | +2.92% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 1.31% | — | +16.59% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | +1.76% | |
| 13 | AUSF | Global X Adaptive US Factor | ETF-その他 | 0.98% | — | +0.54% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | +9.70% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.94% | — | +305.56% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | -2.78% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.86% | +0.09% | +11.92% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.73% | — | -7.48% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.73% | — | -13.25% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.02% | -3.17% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | +5.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | -0.05% | -2.00% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.67% | — | +3.41% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | +16.50% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | +15.59% | |
| 26 | ✓ | Investment Managers Ser Tr | 株式-その他 | 0.64% | — | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | — | +17.04% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.62% | — | +6.24% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | +0.52% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | +0.01% | +0.46% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.60% | — | +23.17% | |
| 32 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.60% | — | -5.51% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.55% | — | +1.89% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | -0.62% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +2.98% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | +0.06% | +2.45% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.55% | — | +3.22% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -3.28% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.54% | — | -9.55% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +6.16% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -0.28% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | +0.01% | -6.41% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | — | +54.85% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | +1.63% | |
| 45 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.45% | — | +0.10% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -52.01% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +3.24% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | +0.89% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | -6.54% | |
| 50 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.40% | — | -33.29% |