CIK: 0001533954
申告総資産額
$9.4億
上位200銘柄を表示中（全391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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.70% | — | +53.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.62% | -0.27% | +149.52% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.48% | -0.31% | +8.84% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.50% | -9.21% | |
| 5 | RESNUSD | Resonant INC | 株式-その他 | 1.33% | — | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.15% | — | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 1.23% | — | +36.58% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.13% | — | -5.52% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.13% | — | +164.72% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.18% | -9.67% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -1.11% | -7.79% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.02% | — | +43.49% | |
| 13 | ADBE | Adobe INC | 株式-IT | 0.99% | -0.18% | -0.99% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.87% | — | +126.23% | |
| 15 | WTPI | Wisdomtree Equity Premium In | ETF-その他 | 0.84% | — | +86.91% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.84% | — | +41.98% | |
| 17 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 0.79% | — | -3.19% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 0.79% | — | -0.65% | |
| 19 | AKAM | Akamai Technologies INC | 株式-IT | 0.78% | — | — | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 0.76% | — | +0.59% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.74% | — | +22.01% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.74% | — | +149.85% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.08% | +0.31% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.72% | — | +98.33% | |
| 25 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.71% | — | +76.92% | |
| 26 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.69% | — | +10.75% | |
| 27 | AABAUSD | Altaba INC | 株式-その他 | 0.69% | — | -1.41% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.68% | — | +53.67% | |
| 29 | ✓ | Powershares Fundamental Pure Mid Growth | 株式-その他 | 0.68% | — | -0.24% | |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.67% | — | -7.98% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | +150.78% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.67% | — | +218.21% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.66% | — | +210.68% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -57.40% | |
| 35 | DG | Dollar General CORP | 株式-生活必需品 | 0.65% | — | — | |
| 36 | ✓ | Powershares ETF Trust | ETF-その他 | 0.64% | — | -0.31% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | -0.08% | -4.16% | |
| 38 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.63% | — | +46.98% | |
| 39 | VFH | Vanguard Financials ETF | ETF-その他 | 0.60% | — | +163.81% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.58% | — | -35.64% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | -16.27% | |
| 42 | ✓ | Powershares Dynamic Otc | 株式-その他 | 0.57% | — | -0.10% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +3.92% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.55% | +0.08% | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.54% | — | — | |
| 46 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.54% | — | -1.52% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -22.17% | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.51% | — | +94.51% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | — | +4.08% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.49% | — | +79.23% |