CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中(全712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 | 7.41% | -0.51% | -2.14% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.05% | — | +2.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.94% | -0.19% | -3.28% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.87% | -0.02% | +6.90% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.04% | -0.14% | -10.67% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.11% | +0.77% | +7.16% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.91% | -0.10% | +4.08% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.60% | -0.35% | -5.15% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | +0.20% | +1.80% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.17% | — | +1.21% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.11% | -0.08% | +6.31% | |
| 12 | AFL | Aflac INC | 株式-金融 | 2.07% | — | -0.21% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.87% | -0.18% | +7.97% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.76% | — | -1.91% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.74% | -0.10% | -2.34% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.73% | — | -28.82% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.73% | -0.12% | +4.69% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.66% | -0.08% | -0.03% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.63% | -0.45% | +8.35% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 1.57% | -0.14% | +3.14% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.49% | -0.14% | +1.31% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | — | -2.80% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.46% | -8.65% | +187.37% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.45% | — | -10.97% | |
| 25 | APG | Api Group CORP | 株式-資本財 | 1.39% | +0.02% | -9.34% | |
| 26 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.33% | — | +1.23% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.36% | +3.75% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.11% | -0.05% | -3.83% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.06% | — | -2.27% | |
| 30 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.97% | — | +1.02% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.93% | — | +19.37% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | -34.14% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.89% | — | +11.50% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.85% | — | -5.62% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.80% | -0.09% | -2.05% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | +0.22% | -3.64% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.73% | — | -1.88% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.67% | — | -2.35% | |
| 39 | CF | Cf Industries Holdings INC | 株式-素材 | 0.65% | +0.24% | — | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.63% | — | +18.65% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.55% | — | -2.92% | |
| 42 | GGG | Graco INC | 株式-資本財 | 0.54% | — | — | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.54% | — | -1.80% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.49% | -0.28% | -0.92% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.49% | -0.04% | +8.30% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.47% | — | +16.29% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.45% | +0.03% | -1.24% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.43% | — | -18.68% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.39% | — | -3.18% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.39% | +0.01% | +0.61% |