CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中（全205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 | 9.79% | -0.73% | -2.94% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.41% | -0.73% | -1.30% | |
| 3 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 6.31% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 5.09% | -0.42% | +1.11% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.88% | -0.12% | +10.92% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.59% | +0.16% | +65.31% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.53% | -0.11% | +3.51% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.27% | — | +1079.17% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 3.40% | — | +123.84% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.41% | -0.35% | -1.45% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.05% | — | +1659.74% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.82% | — | +925.62% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.42% | +12.22% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.52% | — | +1.96% | |
| 15 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.35% | — | -1.93% | |
| 16 | NARIUSD | Inari Medical INC | 株式-その他 | 1.19% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +25.37% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.03% | — | +196.13% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.15% | +1.56% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | -0.17% | +169.70% | |
| 21 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.92% | — | +20.62% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.89% | — | — | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.80% | — | -2.40% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.74% | — | -31.96% | |
| 25 | FDG | American Century Focused Dyn | ETF-その他 | 0.69% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | — | +1045.91% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.62% | — | +17.62% | |
| 28 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.59% | — | — | |
| 29 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.58% | — | +1140.12% | |
| 30 | ATNXEUR | Athenex INC | 株式-その他 | 0.56% | — | -5.13% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | +290.20% | |
| 32 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.52% | — | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +29.54% | |
| 35 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.50% | — | +131.41% | |
| 36 | ARKK | Ark Innovation ETF | ETF-その他 | 0.49% | — | +136.73% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.48% | — | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | -1.18% | +18.75% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +40.61% | |
| 40 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.47% | — | — | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.46% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | -34.06% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | +0.11% | +330.12% | |
| 44 | HDMV | Ft Horizon Mgd Vol D Int ETF | ETF-その他 | 0.40% | — | — | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.39% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | +51.69% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | -0.13% | +3.22% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.34% | — | +40.18% | |
| 49 | UDN | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.33% | — | — | |
| 50 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.33% | — | — |