CIK: 0001543536
申告総資産額
$6.8億
上位200銘柄を表示中（全776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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.86% | -0.25% | +1.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.39% | — | +1.50% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 6.08% | — | +1.33% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.04% | — | +0.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.17% | -0.24% | +1.22% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.84% | — | +2.03% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.73% | — | -1.71% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.67% | -0.14% | +1.00% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.65% | +0.25% | -46.29% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.50% | — | +1.40% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.40% | +0.26% | -47.38% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.73% | -0.14% | +1.47% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.70% | — | +1.68% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.57% | — | +2.18% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.84% | — | +1.84% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.34% | -0.10% | +4.33% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.21% | +0.07% | -3.08% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.14% | — | -1.66% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | -0.11% | -4.14% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.89% | — | -20.78% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.19% | +2.54% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.09% | +0.39% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.20% | -4.27% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.81% | — | -17.52% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.14% | -3.21% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | +1.97% | |
| 27 | ✓ | ETF Ser Solutions | 株式-その他 | 0.75% | — | +55.06% | |
| 28 | PPL | Ppl CORP | 株式-公益事業 | 0.75% | — | +2.38% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | -0.20% | -5.90% | |
| 30 | DOW | Dow INC | 株式-素材 | 0.68% | — | -5.61% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.09% | -0.11% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | -5.50% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | — | +1.55% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.58% | — | +1.94% | |
| 35 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.58% | -0.63% | EXIT | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.58% | — | -6.17% | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.55% | — | -7.56% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.53% | — | +1.37% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | -0.58% | |
| 40 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.50% | — | +4.41% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.50% | -0.13% | -1.94% | |
| 42 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.45% | — | -6.18% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | -0.11% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | +0.09% | +0.08% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.40% | — | -51.45% | |
| 46 | MTB | M & T Bank CORP | 株式-金融 | 0.39% | — | +2.89% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | -49.95% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | +0.07% | NEW | |
| 49 | INTC | Intel CORP | 株式-IT | 0.36% | — | +1.03% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | -5.87% |