CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中(全1162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 | 4.18% | +1.53% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.99% | — | -5.64% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.60% | -2.40% | +1.70% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.59% | — | -37.35% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.37% | +4.33% | NEW | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.06% | -3.97% | +17.31% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.88% | -3.30% | -2.70% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.71% | — | -2.36% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | — | +50.95% | |
| 10 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.52% | — | -47.00% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.42% | — | +6.52% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.32% | — | -12.99% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.22% | — | +18.79% | |
| 14 | IGOV | Ishares International Treasu | ETF-その他 | 1.22% | — | +5.95% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | -3.06% | -20.53% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.15% | — | +26.77% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.13% | — | +9.45% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | -5.27% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | +0.20% | NEW | |
| 20 | REET | Ishares Global Reit ETF | ETF-その他 | 0.92% | — | +10.66% | |
| 21 | ✓ | Absolute Shs Tr | 株式-その他 | 0.84% | — | +4.01% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -24.20% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.73% | — | +161.59% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -1.19% | -2.65% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | +211.76% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -2.60% | |
| 27 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.56% | — | -2.79% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.56% | — | +28.41% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.53% | — | +49.67% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.53% | — | -59.12% | |
| 31 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.51% | — | -11.64% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.51% | — | +0.53% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.51% | — | +25.39% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -10.81% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | -10.78% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +3.30% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | -2.52% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.47% | +0.36% | NEW | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.45% | — | +394.66% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | +0.21% | NEW | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | +0.23% | NEW | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -10.77% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.42% | — | +11.60% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.41% | — | -3.09% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | -7.98% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.40% | — | -31.37% | |
| 47 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.39% | — | +5.35% | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | — | +30.74% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | -19.25% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | -15.39% |