CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全950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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.15% | -0.11% | -3.30% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.93% | — | +16.77% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.79% | — | +11.40% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.78% | -0.10% | +8.24% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.99% | +0.78% | -0.16% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.83% | -1.00% | -0.82% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.53% | — | +18.59% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.44% | — | +11.69% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.37% | — | +9.16% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | — | +3.36% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | +0.25% | +29.39% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | +0.25% | +3.09% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | — | -0.39% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.06% | — | +7.09% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.04% | +19.13% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.91% | — | +16.20% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | +24.11% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | +22.59% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | +38.98% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | +12.67% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.29% | +8.26% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.71% | — | +16.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | -0.03% | +37.22% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | -0.12% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | +101.33% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | +0.06% | -6.57% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.58% | +0.30% | +29.10% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.57% | — | +41.62% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.57% | — | +28.14% | |
| 30 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.53% | — | +8.02% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.53% | — | +18.43% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +2.02% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.52% | — | +21.22% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.49% | — | +57.61% | |
| 35 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.48% | — | +3.50% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | -7.57% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | — | +2.73% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.45% | — | +77.91% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +29.20% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | +28.97% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +24.84% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +4.96% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | +0.05% | +7.31% | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.43% | — | +20.74% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.42% | — | -2.24% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | — | +10.41% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | +16.20% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.41% | — | +5.22% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +10.21% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | -0.09% | +0.54% |