CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全599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 | 10.28% | +0.03% | +1.64% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.86% | -0.23% | +6.80% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.58% | +0.12% | -1.04% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.05% | -0.23% | -4.32% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.97% | +0.08% | -0.13% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.08% | — | -1.84% | |
| 7 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 2.63% | — | -4.17% | |
| 8 | IDLV | Invesco S&p International De | ETF-その他 | 2.43% | — | +2.05% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.41% | — | -1.59% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.11% | — | +0.64% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.87% | — | +2.94% | |
| 12 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.85% | — | -2.78% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.72% | — | -6.05% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.66% | — | -21.29% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.66% | — | -24.13% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.59% | — | -3.62% | |
| 17 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.31% | — | +7.77% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | +0.22% | +14.93% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.28% | — | -25.01% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.27% | — | +33.08% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.26% | — | -3.80% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | — | -20.14% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | -0.02% | -16.25% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.02% | — | -21.00% | |
| 25 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.92% | — | +11.64% | |
| 26 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.91% | — | +11.75% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | +0.02% | +7.99% | |
| 28 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.89% | — | +12.00% | |
| 29 | VKQ | Invesco Municipal Trust | 株式-その他 | 0.88% | — | +12.60% | |
| 30 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.87% | — | +12.39% | |
| 31 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.86% | — | +12.36% | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.79% | — | +5.67% | |
| 33 | DWM | Wisdomtree International Equ | ETF-その他 | 0.76% | — | -21.06% | |
| 34 | VMO | Invesco Municipal Opport | 株式-その他 | 0.74% | — | +15.07% | |
| 35 | BLK | BlackRock, Inc. | 株式-金融 | 0.72% | — | +14.60% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.66% | — | -15.88% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.65% | — | -0.14% | |
| 38 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.63% | — | -7.87% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.63% | — | -3.23% | |
| 40 | REET | Ishares Global Reit ETF | ETF-その他 | 0.62% | — | +3.57% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.60% | — | +0.01% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.56% | — | -0.10% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.52% | — | -0.54% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -1.85% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | -6.30% | |
| 46 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.48% | — | -10.17% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -0.77% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.46% | — | +1.42% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -0.83% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | -0.09% | +7.25% |