CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全289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 | 8.90% | -0.21% | -18.17% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.88% | +0.16% | -15.73% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.38% | +0.29% | +14.46% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.61% | -0.19% | -1.45% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.20% | +0.14% | -19.74% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.93% | +0.14% | -9.07% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.86% | — | -13.94% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.72% | -0.05% | -7.29% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.71% | +0.20% | +27.76% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.58% | -0.22% | -13.12% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.34% | -0.10% | +15.85% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.30% | — | -0.41% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.25% | -0.27% | -20.44% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.19% | +0.09% | -5.25% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.79% | — | -29.78% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.78% | — | -5.41% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.74% | -0.06% | -3.89% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.68% | — | -5.02% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.65% | -0.15% | +0.32% | |
| 20 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.39% | +0.01% | -2.35% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.29% | +0.03% | -1.43% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | -28.86% | |
| 23 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.11% | — | -36.98% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | -0.09% | -23.30% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | — | -26.26% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.06% | — | -2.53% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | +2.74% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.05% | -0.01% | -19.01% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.03% | -0.01% | -28.55% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | -4.34% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.97% | — | -16.09% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.84% | -0.08% | -16.23% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | +0.04% | -1.46% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.82% | -0.02% | +0.14% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.81% | +0.10% | -1.18% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.80% | -0.01% | -3.82% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.76% | -0.10% | +3.42% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.72% | — | -19.70% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | -10.50% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.63% | — | +0.26% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.63% | — | -40.23% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.37% | — | -22.20% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.36% | — | -18.67% | |
| 44 | FTCS | First Trust Capital Strength | ETF-その他 | 0.35% | — | -38.60% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.01% | -0.59% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.33% | — | -37.81% | |
| 47 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.33% | — | -7.07% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.32% | — | -59.64% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -58.64% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.29% | — | -34.32% |