CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全926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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.83% | — | +14.35% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.44% | — | +2.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.39% | -0.11% | +17.26% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.26% | -0.10% | -0.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | -1.00% | +7.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.85% | — | +25.25% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.84% | — | +0.47% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.48% | — | +0.63% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.12% | — | +14.50% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.12% | +0.78% | -0.44% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | +0.25% | +1.46% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.08% | — | +4.87% | |
| 13 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.05% | — | +2.63% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.03% | — | +23.11% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.95% | — | +3.37% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +1.03% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.85% | — | +8.57% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | — | -1.79% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.82% | — | +6.22% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.77% | — | +46.93% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | — | -3.18% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | — | +24.53% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | -0.03% | +2.88% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.66% | +0.30% | +5.44% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.65% | — | +46.17% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.04% | -2.18% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | +0.25% | -17.19% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | -5.33% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.60% | — | +1.28% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | — | +3.75% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | +6.39% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.56% | — | +23.29% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.55% | — | +0.26% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.55% | — | +90.28% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | -1.88% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +285.47% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.29% | -32.33% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +4.25% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | +0.13% | +27.84% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.46% | — | -2.89% | |
| 41 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.45% | — | +8.62% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.44% | +0.06% | +0.55% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +4.61% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | +4.72% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | -6.26% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.41% | — | -1.84% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | -0.01% | +11.52% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.38% | — | +13.53% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.38% | — | +9.64% |