CIK: 0001602603
申告総資産額
$4.1億
上位200銘柄を表示中（全212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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 14.63% | — | -78.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.16% | — | -8.88% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.10% | — | -1.30% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.22% | — | +1.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.19% | — | -87.57% | |
| 6 | IGE | Ishares North American Natur | ETF-その他 | 2.83% | — | -0.53% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-その他 | 2.32% | — | +1.50% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.15% | — | +65.50% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.09% | — | +0.52% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.00% | — | -6.05% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.81% | — | -37.56% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.79% | — | -0.36% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.63% | — | +7.05% | |
| 14 | IGOV | Ishares International Treasu | ETF-その他 | 1.44% | — | +1.90% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.32% | — | +0.46% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | +2.86% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | — | +10.58% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.18% | — | +1.09% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.17% | — | +0.49% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | — | -1.45% | |
| 21 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 1.14% | — | +1.44% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.08% | — | +0.43% | |
| 23 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.05% | — | +6.19% | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | — | -3.69% | |
| 25 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.99% | — | +0.09% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.97% | — | -0.59% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +2.46% | |
| 28 | VDE | Vanguard Energy ETF | ETF-その他 | 0.78% | — | +4.89% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.78% | — | -0.57% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.75% | — | +1.05% | |
| 31 | AFL | Aflac INC | 株式-金融 | 0.69% | — | +0.01% | |
| 32 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.67% | — | — | |
| 33 | IEV | Ishares Europe ETF | ETF-その他 | 0.66% | — | +5.82% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.64% | — | +99.91% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.64% | — | +8.65% | |
| 36 | EMF | Templeton Emerging Markets | 株式-その他 | 0.59% | — | +0.30% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | — | +12.23% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.55% | — | +0.44% | |
| 39 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.55% | — | -7.79% | |
| 40 | RMT | Royce Micro-cap Trust INC | 株式-その他 | 0.54% | — | -0.28% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.52% | — | -0.56% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.52% | — | -2.08% | |
| 43 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.51% | — | -2.05% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | +3.25% | |
| 45 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.49% | — | -0.76% | |
| 46 | IFGL | Ishares International Develo | ETF-その他 | 0.47% | — | +2.23% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.46% | — | +12.46% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | — | -0.44% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +0.55% | |
| 50 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.43% | — | -2.05% |