CIK: 0001596957
申告総資産額
$15.5億
上位200銘柄を表示中（全446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 | 6.71% | -0.19% | +8.07% | |
| 2 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 6.10% | — | +7.39% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 4.41% | -0.30% | +2.92% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.77% | -0.05% | -0.71% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.47% | -0.07% | +0.08% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 3.28% | -0.06% | +3.05% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.08% | +0.08% | +15.79% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.80% | — | -3.64% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.19% | — | -1.13% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.03% | +0.07% | -6.19% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | — | -0.65% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.51% | — | -2.46% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.46% | -0.01% | -1.98% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.44% | +0.01% | +0.19% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | -0.50% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.30% | — | +0.44% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.30% | +0.03% | +1.11% | |
| 18 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 1.20% | — | +1.72% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.18% | — | +2.27% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 1.07% | +0.05% | +3.41% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.05% | +0.05% | +1.64% | |
| 22 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-その他 | 1.02% | +0.02% | +1.46% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | +0.08% | -3.28% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.95% | +0.06% | +3.67% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.93% | -0.02% | +0.15% | |
| 26 | AVDE | Avantis International Equity | ETF-その他 | 0.89% | — | +4.34% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.89% | -0.12% | -16.52% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.87% | — | -1.10% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.78% | — | +0.23% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.78% | — | +14.34% | |
| 31 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.70% | -1.04% | +0.35% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.68% | — | -0.95% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.66% | — | +7.25% | |
| 34 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.65% | — | -1.73% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.12% | -13.71% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +2.70% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | +0.24% | -18.60% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | +0.02% | +1.77% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.57% | +0.04% | -2.24% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.56% | — | +3.97% | |
| 41 | ARCB | Arcbest CORP | 株式-その他 | 0.54% | — | — | |
| 42 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.54% | — | -0.33% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | -0.90% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.52% | +0.05% | +1.87% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.06% | +1.67% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | +3.80% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.46% | — | -1.42% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | +0.29% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +1.75% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.44% | — | -2.85% |