CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全265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 | CASH | Pathward Financial INC | 株式-その他 | 9.45% | — | +0.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.33% | -0.21% | +18.21% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.48% | +0.14% | +4.95% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.43% | -0.19% | +4.56% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.26% | +0.29% | -0.59% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.15% | -0.22% | -1.34% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.82% | +0.14% | -0.26% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.75% | -0.05% | -0.46% | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.18% | — | +10.99% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.87% | +0.09% | -0.82% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.44% | — | -0.95% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.38% | -0.06% | -0.69% | |
| 13 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 2.22% | — | +5.08% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.11% | +0.16% | +6.92% | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.09% | — | +1.57% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.99% | — | -0.74% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.95% | -0.15% | -6.06% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | -0.09% | -0.29% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.76% | -0.01% | -0.22% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.71% | — | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.70% | — | +10.42% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.62% | — | -0.91% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.55% | -0.10% | -1.05% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.52% | — | +1.06% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.44% | -0.27% | +4.27% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.40% | — | +5.61% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | — | -2.12% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.34% | -0.01% | -1.18% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.34% | +0.03% | +1.24% | |
| 30 | XLB | Ss Materials Select Sector | ETF-その他 | 1.33% | — | -0.43% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.32% | — | -0.77% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | +15.03% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | +0.25% | |
| 34 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.86% | — | +13.78% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | -1.26% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.77% | — | — | |
| 37 | VAW | Vanguard Materials ETF | ETF-その他 | 0.71% | — | -2.05% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | -0.08% | -1.84% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | — | +18.29% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.67% | -0.01% | — | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.62% | — | +0.03% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.56% | — | +14.45% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | +0.05% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.49% | — | +18.51% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | — | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.42% | +0.10% | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.36% | — | -1.96% | |
| 49 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.32% | — | -4.80% | |
| 50 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.31% | — | -9.26% |