CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全238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 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 9.88% | -0.05% | +3.85% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 9.13% | — | +6.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.00% | +0.14% | +5.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.33% | -0.22% | +2.60% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.55% | +0.09% | +1.42% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.24% | — | +12.27% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.09% | -0.06% | +4.22% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.68% | +0.29% | +12.12% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.48% | -0.01% | +15.30% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.29% | — | +38.74% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.04% | -0.09% | +34.34% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.96% | — | +11.91% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.46% | — | +7.03% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.46% | -0.15% | +13.95% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.30% | — | +8.06% | |
| 16 | MXI | Ishares Global Materials ETF | ETF-その他 | 2.25% | — | -0.73% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.23% | -0.01% | +1.50% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.02% | — | +197.45% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.83% | +0.14% | +10.24% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.73% | — | +2.83% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.27% | -0.10% | +24.81% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.23% | — | +16.68% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.13% | — | +17.62% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.02% | — | +53.26% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.96% | — | +46.26% | |
| 26 | VAW | Vanguard Materials ETF | ETF-その他 | 0.91% | — | -1.83% | |
| 27 | XLB | Ss Materials Select Sector | ETF-その他 | 0.88% | — | +49.62% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | +0.03% | +15.41% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.80% | -0.01% | +0.20% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.75% | — | +4.88% | |
| 31 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.72% | — | -7.43% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | — | -1.10% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | -0.08% | +13.66% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.54% | — | -0.48% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | +0.37% | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.32% | — | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.30% | — | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.28% | +0.10% | +55.51% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.28% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | +1.18% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | +0.34% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.24% | -0.02% | -1.34% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | -0.04% | — | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.19% | -0.02% | — | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.14% | — | +1.86% | |
| 46 | DCH | Dauch Corporation | 株式-その他 | 0.14% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.03% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.13% | — | +4.04% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.13% | — | — | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.12% | — | +0.11% |