CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中（全1239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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.71% | +1.53% | NEW | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.84% | — | +36.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.94% | — | +1.35% | |
| 4 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.68% | — | -16.63% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.36% | -2.40% | -7.35% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.75% | -3.30% | -19.04% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.65% | — | -5.91% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.64% | -3.97% | +19.57% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.56% | +4.33% | NEW | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.40% | — | -1.71% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | -3.06% | +42.42% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.26% | — | +8.50% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.20% | — | -2.75% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | -25.65% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | — | -3.36% | |
| 16 | IGOV | Ishares International Treasu | ETF-その他 | 1.02% | — | +376.58% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | -2.08% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | +0.20% | NEW | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.98% | — | +6.16% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.97% | — | +703.99% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.95% | — | +22.45% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.84% | — | +39.29% | |
| 23 | REET | Ishares Global Reit ETF | ETF-その他 | 0.80% | — | — | |
| 24 | ✓ | Absolute Shs Tr | 株式-その他 | 0.76% | — | -2.41% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | — | +2.70% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -1.19% | -1.52% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.58% | — | +11.94% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +9.89% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.56% | — | +7.37% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | -3.93% | |
| 31 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.55% | — | -2.81% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.53% | — | +61.54% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +2.38% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +4.94% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.47% | — | +0.34% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.46% | — | -5.55% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | -0.71% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | -24.78% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | -5.95% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | +3.12% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | +0.23% | NEW | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -0.84% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +1.45% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.40% | — | +39.51% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | +0.54% | NEW | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.39% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -29.38% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | +2.78% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | +0.21% | NEW | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | +307.46% |