CIK: 0001543536
申告総資産額
$6.8億
上位200銘柄を表示中（全704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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.25% | — | +63.32% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.06% | +0.25% | +2.02% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.98% | — | +55.83% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.95% | -0.25% | -1.44% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.83% | +0.26% | +3.99% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.76% | — | +4.33% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.28% | — | +430.29% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.22% | -0.14% | +5.19% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.22% | — | -3.96% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.79% | — | -4.18% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.66% | — | +2.22% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.34% | — | -50.74% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.29% | -0.14% | +10445.02% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.10% | -0.24% | -2.91% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.58% | — | -6.71% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.20% | +9.27% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.29% | +0.07% | +0.45% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.28% | — | -0.26% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.09% | +56.05% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.19% | +0.09% | -6.55% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.06% | — | +0.95% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.05% | -0.11% | -0.64% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.14% | +5.75% | |
| 24 | PPL | Ppl CORP | 株式-公益事業 | 0.97% | — | +0.66% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.94% | — | -1.02% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +4.17% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.89% | — | -18.20% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.84% | — | -3.84% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | -0.20% | +29.00% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.79% | — | -1.27% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | -7.64% | |
| 32 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 0.71% | — | -1.81% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.70% | — | -11.86% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.69% | — | -0.14% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.68% | -0.10% | -2.57% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | +4.69% | |
| 37 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.60% | — | +1.35% | |
| 38 | MTB | M & T Bank CORP | 株式-金融 | 0.56% | — | +0.55% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.55% | — | -8.96% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.53% | — | +11.51% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.07% | -41.93% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | +0.09% | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.19% | -1.16% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | — | +6.30% | |
| 45 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.39% | -0.63% | EXIT | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | +0.11% | -2.31% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -6.72% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.34% | +0.16% | -35.21% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | -42.62% |