CIK: 0001596957
申告総資産額
$15.5億
上位200銘柄を表示中（全417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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.36% | -0.19% | +70.31% | |
| 2 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 6.31% | — | +2089.81% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 4.17% | -0.30% | +0.32% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.76% | — | -33.02% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.58% | -0.07% | -13.50% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.54% | -0.05% | -5.51% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 2.86% | -0.06% | -10.06% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.57% | +0.07% | +3.66% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.33% | +0.08% | +69.44% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.07% | — | -12.48% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.72% | +0.01% | -12.17% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.65% | -0.01% | -28.48% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.59% | — | -2.82% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.54% | — | -3.80% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.51% | — | +16.16% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | -0.12% | -64.17% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.31% | +0.03% | +0.53% | |
| 18 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 1.21% | — | +75.49% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.08% | — | +21.79% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | +10.29% | |
| 21 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 1.01% | +0.05% | +42.71% | |
| 22 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-その他 | 0.98% | +0.02% | +37.12% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.97% | — | -0.26% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.87% | +0.06% | -19.56% | |
| 25 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.86% | +0.05% | -16.36% | |
| 26 | AVDE | Avantis International Equity | ETF-その他 | 0.86% | — | +20.86% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.80% | — | -3.04% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.77% | — | -8.11% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.76% | — | -1.03% | |
| 30 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.75% | — | -5.97% | |
| 31 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.72% | -1.04% | -0.41% | |
| 32 | IDV | Ishares International Select | ETF-その他 | 0.71% | +0.04% | +0.32% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.08% | +7.05% | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.64% | — | +0.17% | |
| 35 | REET | Ishares Global Reit ETF | ETF-その他 | 0.61% | — | -14.17% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | -6.80% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | +0.24% | +1.04% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | — | -10.05% | |
| 39 | ARCB | Arcbest CORP | 株式-その他 | 0.53% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.06% | -0.00% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.53% | — | +63.80% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.52% | — | -6.36% | |
| 43 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.52% | — | +2.83% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | -16.29% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | -0.82% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -16.58% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +2.07% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | -2.00% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | -9.06% | |
| 50 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.44% | — | +6.02% |