CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全741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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.90% | +1.18% | +10.68% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.74% | -0.46% | -0.89% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.68% | -0.49% | +34.21% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.34% | -0.21% | -9.85% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.21% | — | -14.52% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.24% | -0.16% | +9.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.81% | -0.16% | +113.52% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.11% | — | -30.94% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.93% | — | -3.21% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.88% | — | -21.77% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.76% | — | -16.66% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.16% | -0.04% | +6.66% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.13% | — | -0.52% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.99% | -0.03% | +3.25% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.95% | — | +6.12% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.79% | — | -25.90% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.74% | — | -11.88% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.65% | — | -7.70% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | +0.12% | +10.09% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 0.48% | — | +94.51% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.42% | +0.08% | +31.48% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | -7.05% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.41% | +0.14% | +51.43% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.41% | +0.11% | -16.49% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.40% | — | +1.69% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -4.01% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | -11.97% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.38% | +0.02% | -30.10% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | -6.33% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -12.92% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | — | +12.54% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | +0.02% | -6.10% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | -10.10% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.27% | +0.25% | +127.60% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.26% | — | +2.16% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | -3.28% | |
| 37 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.25% | — | +7.19% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | -27.68% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.23% | +0.32% | +34.15% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | — | +5.73% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.21% | — | -2.61% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | +17.50% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.21% | +0.04% | -12.49% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.21% | — | +9.28% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.20% | — | +53.71% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.20% | — | -11.42% | |
| 47 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.20% | — | +34.58% | |
| 48 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.20% | — | +25.40% | |
| 49 | SLB | Slb LTD | 株式-エネルギー | 0.19% | — | +23.66% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -13.46% |