CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全228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 | 10.11% | -0.05% | -1.15% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.80% | — | -13.70% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.26% | +0.14% | -0.78% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.56% | -0.22% | -0.74% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.74% | +0.09% | +1.76% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.16% | -0.06% | +0.78% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.14% | +0.29% | +16.64% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.40% | — | -0.20% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.27% | -0.01% | -5.92% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.14% | -0.09% | -2.05% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.96% | — | -28.18% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.94% | — | -1.43% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.63% | -0.15% | +9.70% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.53% | — | +2.22% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.24% | -0.01% | -1.30% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.02% | — | -0.84% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.85% | — | -15.75% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.83% | — | +8.22% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.82% | +0.14% | -2.11% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.68% | — | +80.22% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.40% | -0.10% | +5.27% | |
| 22 | XLB | Ss Materials Select Sector | ETF-その他 | 1.35% | — | +44.08% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 1.34% | — | +35.39% | |
| 24 | VAW | Vanguard Materials ETF | ETF-その他 | 1.27% | — | +30.97% | |
| 25 | MXI | Ishares Global Materials ETF | ETF-その他 | 1.26% | — | -43.90% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.19% | +0.03% | +45.57% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.16% | — | -6.83% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.12% | — | -2.50% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.84% | -0.01% | +0.35% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.79% | — | +4.12% | |
| 31 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.69% | — | -10.50% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | -0.08% | +2.21% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | -2.69% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.54% | — | -1.74% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | +0.10% | +89.73% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | +0.90% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.30% | — | -0.56% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.28% | — | +0.59% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.28% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -11.54% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | +246.34% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.21% | -0.02% | -9.79% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | -0.04% | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | +43.99% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.18% | -0.02% | -8.42% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.03% | +0.03% | |
| 47 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.14% | — | -54.95% | |
| 48 | DCH | Dauch Corporation | 株式-その他 | 0.13% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.13% | — | +0.11% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.04% | — |