CIK: 0001596957
申告総資産額
$15.5億
上位200銘柄を表示中（全339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 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.73% | — | +6.97% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.81% | -0.12% | +1799.87% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.73% | -0.07% | -5.29% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 5.61% | — | +10896.53% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 5.19% | -0.30% | +6.52% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.89% | -0.05% | -2.84% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 3.78% | — | -1.01% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 3.66% | -0.06% | -6.54% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.70% | -0.01% | +29.28% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.07% | — | +56.56% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.84% | +0.07% | -1.82% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.78% | — | +24.67% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.77% | +0.01% | +20.61% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.73% | — | +238.78% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.52% | — | +47.23% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | — | -74.85% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.44% | — | +14.01% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.24% | — | +35.82% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.20% | +0.03% | +23.69% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.16% | — | -10.46% | |
| 21 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 1.12% | — | +38.84% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.10% | — | +29.53% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.00% | — | -82.86% | |
| 24 | IDV | Ishares International Select | ETF-その他 | 0.94% | +0.04% | +34.86% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.89% | — | +29.51% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.85% | — | -16.96% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | +62.55% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | — | +40.02% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | — | -15.36% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.08% | +1.36% | |
| 31 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.66% | -1.04% | +2.51% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | -19.81% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | +34.52% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | +5.09% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | +0.95% | |
| 36 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.52% | — | +31.12% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.50% | — | +0.82% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.50% | — | -2.61% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.49% | — | +8.08% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.47% | -0.06% | +0.71% | |
| 41 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.47% | — | -8.24% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.46% | — | +1.08% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.46% | — | +22.90% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -0.82% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.12% | -1.84% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.38% | — | +54.94% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | +0.24% | +1.60% | |
| 48 | ARCB | Arcbest CORP | 株式-その他 | 0.38% | — | -0.13% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.38% | — | -19.36% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.36% | — | -35.72% |