CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全287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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.48% | -0.21% | -2.39% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.89% | -0.19% | +2.50% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.84% | +0.16% | +62.38% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.30% | +0.14% | +15.62% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.26% | +0.29% | -1.30% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.28% | -0.22% | -2.58% | |
| 7 | CASH | Pathward Financial INC | 株式-その他 | 4.20% | — | -11.57% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.69% | -0.05% | -1.48% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.04% | +0.14% | -4.25% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.50% | — | -11.83% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.28% | — | +9.71% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.26% | -0.06% | -3.80% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.15% | +0.09% | -1.66% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.13% | — | +3.46% | |
| 15 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 2.00% | — | -36.70% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.98% | — | -3.32% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.81% | -0.27% | +5.07% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | -0.09% | -3.57% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.58% | — | -2.96% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.56% | -0.15% | -1.44% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.53% | — | -2.00% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.52% | -0.10% | -3.64% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.52% | +0.03% | -3.78% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.40% | — | -2.25% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.35% | — | +3.20% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.29% | — | -4.14% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.25% | -0.01% | -3.89% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.18% | -0.01% | -8.55% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.00% | — | -2.79% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | — | +0.14% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | — | +131.43% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.89% | -0.01% | +24.97% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.86% | — | -39.25% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | -7.04% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | -11.06% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.73% | +0.20% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | -3.72% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | -0.08% | +6.10% | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.65% | — | +70.78% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | +0.04% | +11.92% | |
| 41 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 0.61% | — | -58.94% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.60% | +0.10% | +1.94% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | -38.26% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.56% | — | -1.99% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | -0.10% | +4.56% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.53% | — | -13.48% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.52% | — | -1.20% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.51% | -0.02% | +6.26% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.46% | +0.09% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | — | -2.58% |