CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中(全258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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 13.54% | -0.73% | +17.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.37% | -0.73% | +5.63% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.30% | -0.11% | +2868.83% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.30% | -0.12% | +2884.91% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.64% | — | +21.73% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.53% | — | -17.67% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.93% | — | -9.85% | |
| 8 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.87% | — | -12.10% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.53% | -0.42% | -13.37% | |
| 10 | EMLP | First Trust North American E | ETF-その他 | 1.99% | +0.24% | +6.90% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.97% | +0.34% | +37.16% | |
| 12 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.70% | — | +0.03% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.36% | — | +0.07% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | -0.09% | +9.31% | |
| 15 | ATNXEUR | Athenex INC | 株式-その他 | 0.87% | — | -1.05% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | -24.18% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | -9.58% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | +9.87% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.84% | — | +0.85% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.83% | — | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | -30.94% | |
| 22 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.72% | — | -0.38% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.70% | — | +17.37% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.69% | — | -10.86% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.42% | +142.34% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.66% | — | +62.49% | |
| 27 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.66% | — | +0.09% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.15% | +79.20% | |
| 29 | IYF | Ishares US Financials ETF | ETF-その他 | 0.58% | — | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.55% | — | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | +0.16% | +7.65% | |
| 32 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 0.52% | — | — | |
| 33 | ✓ | Ishares US ETF Tr | ETF-その他 | 0.47% | — | — | |
| 34 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.46% | — | -9.63% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | -0.13% | +21.22% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | +0.14% | |
| 38 | ARKK | Ark Innovation ETF | ETF-その他 | 0.45% | — | — | |
| 39 | 3IV1 | Innovator Ibd 50 ETF | ETF-その他 | 0.44% | — | — | |
| 40 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.43% | — | +503.48% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | — | -0.06% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | -0.39% | -34.88% | |
| 43 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.39% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | -10.08% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.39% | — | -96.37% | |
| 46 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.37% | — | +17.40% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +199.67% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.34% | — | +25.38% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +240.73% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.33% | — | +0.80% |