CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全948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 | 6.43% | — | -0.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.51% | -1.00% | -0.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.33% | -0.11% | -6.17% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.29% | -0.10% | +313.28% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.26% | — | +6.34% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | +0.25% | +1.22% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.37% | +0.78% | +7.42% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.19% | — | +44.87% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.18% | -1.11% | +155.28% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.17% | +0.30% | +10.31% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.98% | — | -8.01% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.95% | — | +209.58% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | — | +9.73% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.82% | — | +2.77% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | -7.43% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | — | -3.93% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | — | -5.07% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.29% | +30.34% | |
| 19 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.71% | — | +1775.13% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | -1.62% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | -0.03% | +6.45% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.64% | — | +192.91% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.60% | — | -2.89% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +13.74% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.58% | — | +0.83% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.57% | — | -18.44% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | -14.72% | |
| 28 | FTCS | First Trust Capital Strength | ETF-その他 | 0.56% | -0.05% | +45.25% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | +0.13% | +18.93% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.54% | — | -11.73% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | -0.09% | +13.71% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +8.83% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.53% | — | +4.97% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | +0.25% | +6.14% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | +0.05% | +10.77% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.49% | — | +135.61% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +15.52% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.46% | +0.01% | +6.01% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | +0.47% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +2.28% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +10.42% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.44% | — | -7.27% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | -0.01% | +13.87% | |
| 44 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.42% | — | -5.06% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.42% | — | +6.56% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | -0.06% | -0.84% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.42% | — | +0.58% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.42% | — | -5.30% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +7.17% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.40% | — | +20.79% |