CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全801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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.83% | -0.49% | +13.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.76% | -0.46% | -0.95% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.32% | +1.18% | +4.10% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.75% | -0.21% | +4.30% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.06% | — | -7.17% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.72% | -0.16% | +2.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.52% | -0.16% | +12.33% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.92% | — | -7.33% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | -0.06% | -1.47% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.82% | — | -5.48% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.69% | — | -2.84% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.54% | -0.04% | +14.29% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.97% | — | -2.19% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.90% | -0.03% | +0.75% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | +0.12% | +18.43% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 0.79% | — | +4.07% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -3.41% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | — | -3.52% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.72% | — | -9.22% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.64% | +0.08% | +50.19% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.54% | -0.13% | +590.36% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.53% | +0.25% | +64.27% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +0.04% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -2.51% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.46% | +0.11% | -4.69% | |
| 26 | IDV | Ishares International Select | ETF-その他 | 0.43% | — | +0.59% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | +4.69% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.34% | +0.14% | +85.13% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +6.69% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.33% | — | +3.53% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | -3.38% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | +0.02% | +5.56% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | -7.03% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.29% | — | +3.03% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +9.52% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | -8.16% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.26% | — | -12.19% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.25% | +0.02% | +107.55% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.25% | +0.04% | -4.22% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.24% | — | +0.37% | |
| 41 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.23% | — | +11.62% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.22% | — | +16.66% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | +9.61% | |
| 44 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.22% | — | -9.61% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | +6.94% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +3.31% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.21% | — | +4.30% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.20% | — | +1.84% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.19% | — | +4.66% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -8.90% |