CIK: 0001666741
申告総資産額
$940.0億
上位200銘柄を表示中(全518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 | VUG | Vanguard Growth ETF | ETF-その他 | 3.03% | — | +0.25% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.42% | -0.10% | -7.47% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | -0.11% | +29.31% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.13% | — | +5.52% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.09% | — | +18.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.00% | -0.11% | +7.65% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.75% | — | -3.63% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.64% | -0.16% | +0.25% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.50% | — | -3.05% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.48% | +0.07% | +6.75% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.33% | — | -0.94% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.10% | -0.12% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | — | -2.07% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.33% | +1.25% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | +4.76% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.93% | +0.06% | -6.22% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | +19.67% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.91% | — | +3.20% | |
| 19 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.88% | — | +10.65% | |
| 20 | RDIV | Invesco S&p Ultra Dividend | ETF-その他 | 0.84% | — | — | |
| 21 | FPX | First Trust US Equity Opport | ETF-その他 | 0.83% | — | +26.88% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +19.44% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | — | -4.58% | |
| 24 | FMB | First Trust Managed Municipa | ETF-その他 | 0.81% | — | +48.47% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.78% | — | +13.43% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.77% | — | +25.08% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.77% | — | +10.73% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.74% | — | +1.86% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +13.12% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +3.55% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.12% | +2.84% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +5.51% | |
| 33 | IGE | Ishares North American Natur | ETF-その他 | 0.66% | — | +5.48% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.65% | — | -9.97% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.04% | +4.91% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.60% | — | +11.01% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | -5.82% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | -4.46% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +2.91% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +12.94% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.57% | — | +11.65% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | +4.20% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +12.23% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | +12.46% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.55% | — | +3.52% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -3.07% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -6.42% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.48% | — | -7.56% | |
| 49 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 0.47% | — | +8.57% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | — | +0.63% |