CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全586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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.85% | +0.03% | +0.69% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.87% | -0.23% | +5.69% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.79% | +0.12% | -0.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.93% | -0.23% | -0.76% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.61% | +0.08% | +7.20% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.12% | — | -2.68% | |
| 7 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 2.60% | — | -1.25% | |
| 8 | IDLV | Invesco S&p International De | ETF-その他 | 2.42% | — | +1.37% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.41% | — | +12.79% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.18% | — | +4.00% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.05% | — | +0.37% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.03% | — | -3.62% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.96% | — | -3.23% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.85% | — | -1.20% | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.84% | — | -23.30% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.64% | — | -1.06% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | -1.93% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.52% | — | -1.98% | |
| 19 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.28% | — | +0.38% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.27% | — | +2.04% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.26% | — | -1.77% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.23% | -0.02% | -2.82% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | +0.22% | +12.83% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | — | +38.49% | |
| 25 | DWM | Wisdomtree International Equ | ETF-その他 | 0.95% | — | -2.54% | |
| 26 | EMLP | First Trust North American E | ETF-その他 | 0.86% | — | -2.17% | |
| 27 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.85% | — | +0.60% | |
| 28 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.83% | — | +0.55% | |
| 29 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.83% | — | +0.53% | |
| 30 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.81% | — | +0.52% | |
| 31 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.80% | — | +0.58% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | +0.02% | +15.75% | |
| 33 | VKQ | Invesco Municipal Trust | 株式-その他 | 0.78% | — | +0.59% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.74% | — | +15.29% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.71% | — | -21.03% | |
| 36 | BLK | BlackRock, Inc. | 株式-金融 | 0.66% | — | +0.43% | |
| 37 | VMO | Invesco Municipal Opport | 株式-その他 | 0.64% | — | +0.44% | |
| 38 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.61% | — | -11.66% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.60% | — | -12.18% | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.60% | — | -3.79% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.59% | — | +0.60% | |
| 42 | REET | Ishares Global Reit ETF | ETF-その他 | 0.58% | — | +3382.64% | |
| 43 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.56% | — | -7.11% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.54% | — | -0.77% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +0.54% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -0.54% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +28.97% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.46% | — | -14.38% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +4.71% |