CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全307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% | +0.60% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.31% | +0.29% | +8.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.15% | +0.16% | +2.87% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.13% | -0.19% | +4.91% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.44% | +0.14% | +2.78% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.97% | — | +1.00% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.79% | +0.20% | +1.33% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.49% | -0.22% | +0.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.32% | -0.05% | -0.12% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.28% | -0.10% | +1.81% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.26% | — | +2.00% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.18% | +0.14% | -3.55% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.17% | -0.27% | -6.41% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.93% | — | +1.43% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.75% | +0.09% | -0.30% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.61% | — | +6.93% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.58% | -0.06% | -3.01% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.52% | -0.15% | +10.62% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.52% | +0.01% | -0.93% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.40% | -0.10% | +7.05% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.38% | +0.03% | +2.16% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | — | +3.09% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.30% | -0.09% | -1.35% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | — | -2.08% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | — | +1.78% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.03% | — | -0.07% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.01% | -0.01% | -4.18% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | — | -2.85% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.92% | — | +0.36% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.92% | -0.02% | -2.65% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.80% | +0.04% | +4.10% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.77% | -0.01% | -2.68% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.77% | — | +1.15% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | -0.08% | -0.19% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | -0.01% | -1.62% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | — | -2.87% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.68% | — | +4.31% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.68% | +0.10% | -9.72% | |
| 39 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.61% | — | -10.21% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.58% | -0.08% | -1.65% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.17% | +2.76% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | -0.01% | — | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.42% | — | -0.65% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.41% | — | +0.01% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.35% | — | +0.77% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.04% | -7.19% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.31% | — | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | — | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.24% | — | +2.89% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.04% | +2.37% |