CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全703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 | 10.16% | -0.51% | +4.34% | |
| 2 | AFL | Aflac INC | 株式-金融 | 7.36% | — | -0.04% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.40% | — | -2.55% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.16% | -0.19% | +2.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.84% | +0.20% | -2.48% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.61% | +0.17% | -42.40% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.37% | — | -0.79% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.23% | — | -1.95% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.95% | -0.03% | +7.74% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.56% | +0.22% | -1.19% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.43% | -8.65% | -5.49% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.17% | +0.31% | +53.39% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.00% | — | -2.61% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.96% | — | -2.35% | |
| 15 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 1.78% | — | +1.06% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.73% | — | +24.53% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.20% | — | -0.73% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.17% | -0.12% | +1.73% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.13% | — | -1.04% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | — | -0.80% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.36% | +4.02% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.98% | +0.03% | +1.24% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.91% | +0.77% | +9.67% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.87% | -0.08% | -1.05% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 0.85% | -0.04% | +2.04% | |
| 26 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.83% | — | — | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.83% | -0.10% | +14.79% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.81% | -0.28% | +13.30% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.80% | — | -0.76% | |
| 30 | IDV | Ishares International Select | ETF-その他 | 0.75% | — | +4.30% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | -0.14% | +94.67% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | -4.27% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.62% | -0.18% | +22.81% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | -0.03% | -0.09% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.58% | — | +168.48% | |
| 36 | GGG | Graco INC | 株式-資本財 | 0.55% | — | -1.65% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | -0.35% | +403.08% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | — | |
| 39 | CF | Cf Industries Holdings INC | 株式-素材 | 0.45% | +0.24% | +0.53% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.44% | -0.09% | +11.83% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.04% | +0.73% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.38% | — | -0.27% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +5.28% | |
| 45 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.37% | — | +17.66% | |
| 46 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.36% | — | +38.77% | |
| 47 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 0.34% | — | +120.23% | |
| 48 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.32% | — | -3.56% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | +0.83% | |
| 50 | IYLD | Ishares Morningstar Multi-as | ETF-その他 | 0.29% | — | +40.59% |