CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全336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 | 7.58% | -0.21% | -1.79% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.56% | +0.16% | +4.50% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.96% | -0.19% | +8.43% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.80% | +0.14% | +0.96% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.26% | +0.29% | +10.73% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.05% | -0.22% | -2.70% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.67% | -0.05% | -2.53% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.95% | +0.14% | +0.54% | |
| 9 | CASH | Pathward Financial INC | 株式-その他 | 2.86% | — | -46.06% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | — | -2.57% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.43% | — | +2.30% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.29% | -0.06% | -2.48% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.17% | +0.09% | -1.36% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.04% | — | +6.91% | |
| 15 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.94% | — | +0.88% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.80% | -0.27% | +7.63% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.78% | -0.09% | +287.93% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.74% | — | +0.59% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.55% | -0.10% | -0.68% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | — | -1.20% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.44% | — | +7.09% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.43% | — | +281.18% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.36% | — | +0.97% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.29% | -0.15% | +1.97% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.28% | +0.03% | +0.67% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.23% | -0.01% | +90.62% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.22% | -0.01% | -9.20% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.11% | — | +0.65% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.04% | — | -0.33% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.04% | — | -1.28% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.00% | — | -3.53% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | — | +10.07% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.91% | -0.01% | -3.06% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.83% | — | -2.58% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | -2.08% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | -0.08% | +1.54% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | +0.20% | -5.08% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.69% | +0.10% | +11.78% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | +0.04% | -0.58% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | -1.86% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.66% | -0.02% | +121.02% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.62% | — | -2.24% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | — | -4.09% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | -0.10% | +4.14% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.54% | — | +79.11% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.52% | — | -1.48% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.46% | — | +99.02% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.45% | — | +4.11% | |
| 49 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 0.41% | — | -12.51% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.39% | +0.09% | +2.61% |