CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中(全815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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.98% | — | +1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.85% | -0.11% | +6.93% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.49% | — | +0.15% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | -1.00% | +8.71% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.18% | -0.10% | +1.67% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.16% | — | +11.99% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.08% | — | -12.30% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.83% | — | +13.04% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.40% | — | +6.78% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | — | +5.49% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | — | +7.16% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.09% | — | +29.29% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.04% | +4.49% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | — | +5.13% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.98% | +0.06% | +43.70% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.97% | — | -10.54% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.92% | — | -1.55% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | +0.25% | +0.41% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.76% | — | +0.75% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.75% | — | -3.42% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.71% | — | +3.96% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | -0.29% | +6.31% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | +1.09% | |
| 24 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.61% | — | -7.63% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | — | -2.40% | |
| 26 | ✓ | Powershares ETF Trust | ETF-その他 | 0.57% | — | -1.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | -0.03% | +9.79% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | +6.52% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +46.15% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +1.89% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | +0.33% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.53% | +0.01% | +4.08% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | +0.25% | +46.22% | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.50% | — | -19.00% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | +6.66% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | +2.84% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | -0.01% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | — | +4.78% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -3.13% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.47% | — | +15.38% | |
| 41 | ARCPEUR | Vereit INC | 株式-その他 | 0.47% | — | +23.93% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | — | -1.79% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +5.35% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.47% | — | -8.15% | |
| 45 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.46% | — | +5.50% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | +0.05% | +4.46% | |
| 47 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.45% | — | +2.74% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.44% | — | +16.41% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | -0.01% | +4.71% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.42% | — | -8.05% |