CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全259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 | 10.99% | — | -11.52% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.94% | -0.21% | +16.54% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.54% | +0.14% | +5.66% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.48% | -0.19% | +6.87% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.40% | +0.29% | +8.61% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.87% | -0.22% | -3.16% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.58% | +0.14% | -1.47% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.54% | -0.05% | -1.82% | |
| 9 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.15% | — | +7.44% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.64% | +0.09% | -3.57% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.37% | +0.16% | +20.37% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.26% | — | +0.10% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.21% | -0.06% | -3.97% | |
| 14 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 2.11% | — | +2.45% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.11% | — | +32.79% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.94% | — | +0.82% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.72% | — | -4.47% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.70% | -0.15% | -6.64% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.69% | -0.09% | -0.63% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.62% | — | -1.03% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.59% | -0.01% | -3.31% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.58% | — | +10.58% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.52% | -0.27% | +12.87% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.47% | — | -5.10% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.45% | -0.10% | -1.93% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.45% | — | +11.19% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.30% | +0.03% | -3.65% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.26% | -0.01% | -1.97% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.25% | — | -1.87% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.24% | — | +0.05% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.16% | — | +9.80% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.15% | — | +276.44% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | -0.31% | |
| 34 | XLB | Ss Materials Select Sector | ETF-その他 | 0.94% | — | -27.63% | |
| 35 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.89% | — | +10.45% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.83% | — | +30.45% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.71% | — | +0.02% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.69% | -0.01% | +8.59% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | -0.08% | -2.30% | |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.59% | — | +0.03% | |
| 41 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.53% | — | +1.88% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | — | -29.50% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.49% | — | +0.05% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.48% | +0.10% | +24.52% | |
| 45 | VAW | Vanguard Materials ETF | ETF-その他 | 0.45% | — | -34.03% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -0.35% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | — | |
| 48 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.35% | — | -17.50% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.34% | — | -0.61% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.29% | +0.04% | +159.50% |