CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全735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 | 9.32% | +1.18% | -2.14% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.92% | -0.49% | +1.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.66% | -0.46% | +1.27% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.89% | -0.21% | +1.37% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.53% | — | -2.86% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.18% | -0.16% | -2.43% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.63% | -0.16% | -1.27% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.79% | — | +3.58% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.76% | -0.06% | -1.54% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.64% | -0.04% | +10.17% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.63% | — | +1.20% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.58% | — | +1.69% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.10% | — | -1.04% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.92% | -0.13% | +76.30% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | -0.03% | -6.41% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.89% | +0.08% | +21.77% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.84% | — | -6.89% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | +0.12% | +15.99% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | — | -7.16% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -0.24% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.74% | — | -0.11% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.57% | +0.25% | +10.06% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -5.90% | |
| 24 | IDV | Ishares International Select | ETF-その他 | 0.45% | — | +6.87% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +4.24% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +253.33% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -1.04% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.37% | +0.14% | -4.69% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | -5.35% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.33% | +0.11% | -8.53% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | -2.73% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -7.41% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.31% | — | -4.11% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.31% | +0.02% | +8.44% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | +0.02% | -14.39% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | -7.72% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.27% | — | +0.55% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.25% | — | -2.65% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.24% | +0.04% | -18.22% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.23% | — | +7.96% | |
| 41 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.23% | — | +6.12% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | -5.58% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.22% | — | -8.48% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +27.56% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.21% | — | -1.88% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | -0.29% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.20% | — | +20.94% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.20% | — | -3.24% | |
| 49 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.20% | — | -0.10% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +8.88% |