CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全2578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 | 2.69% | -0.54% | +0.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.18% | -0.17% | -3.36% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.85% | +0.09% | +2.52% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | -0.02% | +3.59% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.17% | — | +10.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.14% | +0.08% | -1.25% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | +0.11% | +5.47% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.10% | -1.06% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.15% | +7.30% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | -0.05% | +38.42% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.84% | — | +6.72% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | -3.64% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | +0.01% | +2.54% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | -0.02% | +2.24% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.72% | — | +8.79% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | -8.25% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | +4.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | +0.06% | +1.24% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | +0.05% | +28.10% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.60% | -0.57% | -0.09% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.59% | — | +56.00% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.59% | +0.09% | +10.45% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | -5.67% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | +0.01% | +23.02% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.65% | -2.83% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | — | +34.78% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | — | -1.50% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +3.20% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | -0.87% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.49% | -0.32% | +174.67% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | — | |
| 32 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.48% | — | +8.20% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -0.63% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -4.91% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +6.24% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.45% | — | +53.17% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | +2.85% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | -0.69% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +2.13% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.41% | — | +4.12% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | +0.09% | +220.64% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.40% | — | +7.34% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +6.94% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.39% | — | +150.88% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | -2.40% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.38% | +0.07% | +10.24% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.37% | +0.05% | +19.22% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | — | +51.12% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.35% | — | +4.15% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | +0.04% | +32.54% |