CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全640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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.60% | -8.65% | +27.96% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 7.54% | +0.77% | +24.25% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.44% | -0.51% | +2.91% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.74% | -0.28% | +79.96% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.70% | — | -3.05% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.83% | -0.18% | +23.80% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.17% | -0.14% | -21.41% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.84% | -0.45% | +2.69% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.66% | -0.19% | -22.03% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.65% | -0.02% | -24.14% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.24% | -0.35% | -6.96% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.23% | — | +12.25% | |
| 13 | AFL | Aflac INC | 株式-金融 | 2.06% | — | -0.57% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.89% | +0.20% | -0.50% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.41% | -0.10% | -28.67% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.36% | — | -9.22% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | — | +1.41% | |
| 18 | APG | Api Group CORP | 株式-資本財 | 1.32% | +0.02% | -4.31% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.36% | -1.58% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 1.19% | -0.14% | -15.30% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.14% | -0.08% | -8.54% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.13% | -0.08% | -20.47% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.13% | -0.12% | -13.89% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.95% | — | -39.19% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.87% | — | -9.77% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | -0.14% | -17.69% | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.84% | -0.10% | -31.97% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.81% | +0.22% | +0.69% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.80% | -0.05% | -15.55% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | -4.81% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.73% | -0.09% | -3.10% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.71% | — | -2.70% | |
| 33 | CF | Cf Industries Holdings INC | 株式-素材 | 0.55% | +0.24% | -1.41% | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.53% | — | -11.58% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.47% | — | -4.68% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.46% | — | -5.75% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.46% | — | -32.71% | |
| 38 | GGG | Graco INC | 株式-資本財 | 0.46% | — | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.45% | — | +6.48% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.45% | — | -29.47% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.44% | -0.04% | -1.73% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.43% | +0.01% | +3.34% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.39% | +0.07% | -4.61% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.38% | — | +55.99% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | -1.25% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.30% | — | -27.09% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | -0.24% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | -0.03% | -0.50% | |
| 49 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.28% | — | +7.77% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | -0.04% | -6.32% |