CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全534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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 9.52% | -0.51% | +2.23% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.43% | — | -3.18% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.61% | -8.65% | -3.90% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.11% | -0.19% | -1.43% | |
| 5 | AFL | Aflac INC | 株式-金融 | 6.04% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.74% | +0.20% | -2.46% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.56% | +0.22% | -2.09% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.00% | — | +0.40% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.09% | — | -0.78% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.06% | — | -3.99% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.72% | — | -1.67% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.47% | — | +0.02% | |
| 13 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 1.41% | — | +6.56% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.40% | — | -2.80% | |
| 15 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.35% | — | -3.88% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.27% | +0.31% | +33.47% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.26% | — | -0.93% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.04% | +0.03% | -0.26% | |
| 19 | FTCS | First Trust Capital Strength | ETF-その他 | 1.03% | — | +66.25% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | -3.77% | |
| 21 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型株・グロース | 0.94% | — | -0.08% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.92% | — | -2.22% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 0.79% | -0.04% | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.75% | — | -21.78% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.36% | -0.61% | |
| 26 | IDV | Ishares International Select | ETF-その他 | 0.71% | — | -0.62% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | -0.16% | |
| 28 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.58% | — | -8.78% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | +0.89% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | -0.03% | — | |
| 31 | GGG | Graco INC | 株式-資本財 | 0.52% | — | -1.79% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.50% | -0.28% | +21.09% | |
| 33 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.45% | -0.12% | +413.38% | |
| 34 | CF | Cf Industries Holdings INC | 株式-素材 | 0.44% | +0.24% | — | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.38% | -0.03% | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.02% | -1.10% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -1.10% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.35% | -0.09% | +0.01% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.32% | -0.45% | -0.75% | |
| 40 | AXP | American Express Company | 株式-金融 | 0.31% | — | — | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.31% | — | -4.55% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.31% | — | -32.99% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -0.94% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.30% | — | — | |
| 45 | DSL | Doubleline Income Solutions | 株式-その他 | 0.29% | — | -1.75% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | -0.14% | +105.12% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.24% | +0.07% | -0.12% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | — | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.23% | — | +2.30% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | -1.77% |