CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中(全709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 | 7.12% | -0.51% | -0.79% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.06% | — | +1.01% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.98% | -0.19% | -0.26% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.19% | -0.14% | +0.18% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.05% | — | +0.63% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.76% | +0.77% | -4.89% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.54% | — | +1001.40% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.50% | -0.02% | -12.14% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.21% | — | +1.04% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.19% | -0.10% | -1.44% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | +0.20% | +20.33% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.11% | -0.35% | +0.08% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.96% | -0.10% | +4.55% | |
| 14 | AFL | Aflac INC | 株式-金融 | 1.93% | — | -0.16% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.90% | — | +5.30% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.77% | — | -0.76% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.72% | — | -14.84% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.59% | -0.08% | +33.93% | |
| 19 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.55% | — | +1.23% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.48% | -0.12% | +0.19% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.47% | -0.18% | -3.81% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.45% | -0.08% | +1.05% | |
| 23 | IVLU | Ishares Msci International V | ETF-その他 | 1.41% | -0.14% | — | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.33% | -0.05% | +52.39% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | -0.14% | -2.07% | |
| 26 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.23% | — | -0.81% | |
| 27 | CF | Cf Industries Holdings INC | 株式-素材 | 1.08% | +0.24% | -2.67% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.06% | — | -0.30% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.36% | -2.25% | |
| 30 | FTCS | First Trust Capital Strength | ETF-その他 | 1.03% | — | -13.69% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.95% | — | -7.72% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.94% | +0.22% | -1.42% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.87% | -0.03% | -7.67% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.83% | — | -0.58% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.82% | -0.09% | -1.90% | |
| 36 | APG | Api Group CORP | 株式-資本財 | 0.80% | +0.02% | — | |
| 37 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.79% | — | +15.36% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.70% | — | — | |
| 39 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.69% | — | -1.76% | |
| 40 | IDV | Ishares International Select | ETF-その他 | 0.67% | — | -19.61% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.66% | — | -1.39% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.62% | — | -0.48% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | -8.65% | -4.54% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.59% | — | -5.39% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.58% | — | +2.97% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.55% | -0.28% | +0.48% | |
| 47 | GGG | Graco INC | 株式-資本財 | 0.51% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | — | -2.73% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +22.24% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.41% | — | +56.29% |