CIK: 0001534400
申告総資産額
$126.8億
上位200銘柄を表示中（全1591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 | 2.89% | -0.10% | -48.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | -1.00% | -4.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | -0.11% | +56.39% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.75% | — | +0.90% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.44% | -1.11% | +13.14% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.30% | — | +50.79% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | -0.29% | +28.01% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.23% | +0.30% | +20.42% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | +0.25% | +123.12% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | +12.95% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.05% | — | +138.35% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.91% | — | +42.13% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.91% | -0.07% | -4.98% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.88% | -0.06% | +69.45% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.85% | — | +47.44% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.03% | -41.18% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.25% | -41.64% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +14.22% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.75% | +0.01% | +5.60% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.74% | -0.06% | +9.23% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.73% | +0.01% | +522.59% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | +9.85% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.71% | — | +9.99% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.71% | — | +55.27% | |
| 25 | FTCS | First Trust Capital Strength | ETF-その他 | 0.71% | -0.05% | -51.04% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | -0.09% | +11.36% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | +34.81% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.63% | — | -41.23% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.62% | — | +189.26% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | +0.78% | -50.85% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | +0.05% | +7.26% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.59% | +0.09% | -16.70% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | -1.42% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | -0.01% | -2.29% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | +0.11% | +130.35% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | +0.13% | +1.18% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.56% | — | +5.10% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | +12.14% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.52% | — | +457.53% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | +789.65% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.04% | -3.75% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +8.73% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.46% | +0.29% | +74.36% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +12.14% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | +12.40% | |
| 46 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.41% | — | -11.37% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.39% | — | +17.95% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.39% | — | +2383.99% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.39% | — | +26.02% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | +9.69% |