CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全486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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 10.28% | — | -4.39% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 8.72% | -0.51% | +11.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.18% | -8.65% | +4100.81% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.52% | -0.19% | +16.50% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.82% | +0.20% | -3.28% | |
| 6 | AFL | Aflac INC | 株式-金融 | 6.05% | — | -0.01% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.59% | — | +8.44% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.55% | +0.22% | +173.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.38% | — | -21.87% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.27% | — | -10.94% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.90% | — | +2.21% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.70% | — | -5.74% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.68% | — | -87.40% | |
| 14 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.48% | — | -4.40% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.39% | — | -3.40% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.34% | — | -7.96% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | -37.86% | |
| 18 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 1.23% | — | +47.99% | |
| 19 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型株・グロース | 1.07% | — | +1.06% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.96% | — | -1.53% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.84% | +0.03% | — | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 0.79% | -0.04% | -0.30% | |
| 23 | IDV | Ishares International Select | ETF-その他 | 0.69% | — | +11.91% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -0.22% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.36% | +1.43% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | -0.03% | — | |
| 27 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.52% | — | +2.18% | |
| 28 | GGG | Graco INC | 株式-資本財 | 0.52% | — | -0.74% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.49% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.02% | -1.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +9.62% | |
| 32 | CF | Cf Industries Holdings INC | 株式-素材 | 0.37% | +0.24% | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | — | |
| 34 | DSL | Doubleline Income Solutions | 株式-その他 | 0.33% | — | — | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.32% | — | -9.62% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.31% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | -0.45% | +2.93% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.30% | — | -9.84% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.29% | +0.07% | -2.01% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.29% | -0.09% | +1.71% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.28% | — | +0.09% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.26% | — | -36.84% | |
| 43 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.25% | — | +9.68% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | — | +4.44% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.24% | — | — | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | -0.03% | +2.63% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | +19.76% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | +2.10% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | -12.34% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | — | -5.51% |