CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全368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 | 9.52% | -0.21% | +8.07% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.31% | +0.16% | +10.31% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.69% | +0.14% | +4.58% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.26% | -0.19% | +4.30% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.24% | +0.29% | +4.65% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.64% | -0.22% | -3.96% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.09% | -0.05% | -1.54% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.97% | — | +9.13% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.81% | +0.14% | -0.44% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.49% | -0.27% | +13.24% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.34% | — | +7.24% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.09% | +0.09% | -0.92% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.07% | — | +5.99% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.00% | -0.06% | -3.72% | |
| 15 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.81% | — | +3.70% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.69% | — | +7.91% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.61% | -0.09% | -3.27% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.51% | -0.10% | -0.75% | |
| 19 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.41% | — | +0.21% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.41% | — | -1.60% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.18% | +0.01% | +1.36% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | — | +10.32% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.14% | — | -3.69% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.09% | -0.01% | -1.95% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | -0.15% | -1.94% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.01% | +0.03% | -3.16% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | -3.31% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | — | -0.99% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.90% | -0.01% | -1.78% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.90% | -0.01% | -2.20% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.87% | — | -2.74% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.86% | — | +11.11% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | — | -0.12% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.74% | -0.02% | -0.51% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.73% | +0.10% | +0.17% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.72% | +0.04% | +4.44% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | -0.10% | +5.40% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | — | -0.33% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | -0.08% | -0.41% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.61% | +0.20% | +2.63% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.58% | — | +9.95% | |
| 42 | CASH | Pathward Financial INC | 株式-その他 | 0.56% | — | -60.45% | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.53% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | -4.47% | |
| 45 | FTCS | First Trust Capital Strength | ETF-その他 | 0.51% | — | +26.84% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.45% | — | +0.06% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.44% | — | -0.09% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.43% | — | -0.44% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.41% | — | +5.81% | |
| 50 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.40% | — | -2.41% |