CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全1235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 | AAPL | Apple INC | 株式-IT | 3.41% | -0.54% | +290.92% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.21% | +0.11% | -3.65% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.53% | +0.10% | +5.33% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.47% | -0.02% | +0.74% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.02% | -0.17% | -7.80% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | +0.08% | -10.13% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.68% | +0.09% | -3.03% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | +0.15% | +8.75% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.53% | — | -0.12% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.47% | — | -5.06% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 1.33% | — | -4.40% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.03% | — | +5.37% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | +0.26% | |
| 14 | AUSF | Global X Adaptive US Factor | ETF-その他 | 0.93% | — | -6.10% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.89% | — | -3.24% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | -7.52% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.80% | +0.09% | -9.62% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.74% | — | -2.16% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | +6.03% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | -0.02% | +0.68% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.71% | — | +7.80% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.70% | — | -7.75% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | -1.11% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | — | -1.99% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.66% | — | +6.61% | |
| 26 | ✓ | Investment Managers Ser Tr | 株式-その他 | 0.66% | — | -3.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | +0.01% | +5.33% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | +0.06% | -2.68% | |
| 29 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.62% | — | +6.33% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | +0.01% | +9.27% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -2.96% | |
| 32 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.59% | — | -6.41% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | +0.96% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | -4.70% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | +2.69% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +1.93% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.54% | — | +6.72% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.53% | — | -1.64% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.51% | — | -18.05% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -14.35% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | +1.04% | |
| 42 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.45% | — | +22.11% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | -2.32% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | — | +0.70% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.44% | +0.06% | +18.85% | |
| 46 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.44% | — | +0.05% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.44% | — | +7.22% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | — | -0.73% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.42% | — | -12.84% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | -8.35% |