CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全1353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 | AAPL | Apple INC | 株式-IT | 3.68% | -0.10% | -0.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | -1.00% | +0.64% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.09% | — | -6.91% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.06% | — | -1.29% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.97% | -0.11% | -6.62% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.49% | -1.11% | -2.36% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.29% | +0.30% | -1.57% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | -2.21% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | -0.29% | +0.01% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | +0.25% | +2175.00% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | -0.07% | +160.54% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.88% | +0.01% | +8.53% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.87% | — | -0.93% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | +0.78% | +4.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | +0.05% | +40.04% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.84% | +0.09% | +1.03% | |
| 17 | FTCS | First Trust Capital Strength | ETF-その他 | 0.82% | -0.05% | +7.78% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -4.03% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | — | +1.43% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.76% | -0.06% | +35.92% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | +63.07% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.74% | — | +230.49% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.74% | — | +26.64% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.73% | — | +3.20% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.73% | — | +10.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | -0.03% | -0.08% | |
| 27 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.65% | — | -1.95% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | -0.09% | +1.13% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.64% | -0.06% | +1.48% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | +12.99% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | +41.94% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | -0.01% | +2.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | — | +0.53% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | -3.45% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | +0.25% | +32.80% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.53% | — | +4.35% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | +13.11% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | +0.13% | +1.71% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +6.35% | |
| 40 | FTGC | First Trust Global Tactical | ETF-その他 | 0.49% | — | -21.64% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -4.39% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.04% | -2.01% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +4.08% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | -18.31% | |
| 45 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.43% | — | +36.16% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.43% | — | +15.30% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.41% | +0.87% | +26.07% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.40% | — | +0.41% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.38% | — | +122.58% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | — | -9.00% |