CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全1208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 | 3.93% | — | -16.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.79% | -1.00% | -5.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.67% | -0.10% | +10.70% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.58% | -0.11% | -11.37% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | — | +2.61% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.44% | +0.78% | +20.56% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | +0.25% | +14.45% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.40% | -1.11% | +30.21% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.17% | +0.30% | +14.38% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | -4.58% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | +37.98% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.88% | — | +3.61% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.85% | — | +1.09% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 0.85% | — | +17.12% | |
| 15 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.80% | — | +7.03% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.79% | — | +37.37% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | -0.29% | +11.54% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.76% | — | +21.21% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.76% | — | +73.41% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | +0.13% | +6.55% | |
| 21 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.69% | — | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | — | +0.55% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | -0.03% | +6.65% | |
| 24 | FTCS | First Trust Capital Strength | ETF-その他 | 0.63% | -0.05% | +9.54% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | +0.05% | +17.06% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | -0.41% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -2.67% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | -0.09% | +17.45% | |
| 29 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.54% | — | -4.41% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | — | -3.63% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +20.17% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | +0.25% | -3.30% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +8.10% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.52% | — | -4.64% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +5.16% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.52% | — | +11.05% | |
| 37 | USX1 | United States Steel CORP | 株式-その他 | 0.51% | — | +14.95% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | -3.31% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.49% | — | +4.31% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.45% | — | +5.25% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.44% | — | +1.71% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.42% | +0.09% | +13.33% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +18.91% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.41% | +0.01% | -9.39% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | +261.79% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.01% | +7.72% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | +3.19% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | +0.11% | -8.30% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | — | -5.00% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.38% | -0.07% | +141.34% |