CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全1474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 | 3.03% | -0.54% | +5.89% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.54% | +0.10% | -22.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.32% | -0.17% | +16.88% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.23% | +0.11% | +2.65% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.13% | -0.02% | -7.63% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.77% | +0.08% | -5.97% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.49% | +0.09% | +1.76% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | +0.15% | +1.50% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.12% | — | +0.89% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.10% | — | +3.82% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | — | +4.14% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.01% | — | -13.45% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.94% | — | +525.78% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | -0.02% | +10.45% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.85% | — | +17.01% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.01% | +18.94% | |
| 17 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.80% | — | +83.17% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.78% | — | +1.67% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.73% | — | -8.18% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | -2.32% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.63% | — | -8.93% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.63% | — | +6.87% | |
| 23 | ONOF | Global X Adaptive U.s. Risk | ETF-その他 | 0.63% | — | — | |
| 24 | FTCS | First Trust Capital Strength | ETF-その他 | 0.61% | — | -47.81% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | +0.01% | +4.90% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.57% | — | -52.64% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | +16.25% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | +0.06% | -1.61% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.55% | — | -12.83% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | -0.05% | +5.78% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | +12.53% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +7.36% | |
| 33 | MSTB | Lha Market State Tactical | ETF-その他 | 0.53% | — | +1666.39% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.53% | — | +5.72% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | -6.93% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.50% | — | +3.90% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.50% | — | -8.81% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +1.23% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | -0.63% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.47% | — | -23.65% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | — | -15.57% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | — | +0.75% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +1.93% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.44% | +0.03% | +1185.26% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +2.62% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.43% | — | +5.39% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +4.37% | |
| 48 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.42% | — | +1.82% | |
| 49 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.41% | — | -6.56% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.40% | +0.09% | -55.34% |