CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全652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 | 14.47% | -8.65% | +14.14% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 8.57% | +0.77% | +11.18% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.96% | -0.51% | +0.21% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.74% | — | -0.72% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.56% | -0.18% | +13.87% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.91% | -0.28% | -19.09% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.85% | -0.45% | +2.17% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.53% | -0.19% | -8.00% | |
| 9 | AFL | Aflac INC | 株式-金融 | 2.45% | — | -0.20% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.42% | -0.14% | -26.53% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.32% | — | -0.64% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.26% | -0.02% | -16.39% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.13% | -0.35% | -3.91% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.01% | +0.20% | +3.91% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | — | +0.87% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | — | -1.93% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.17% | -0.08% | +0.42% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.36% | -2.21% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.12% | -0.08% | -4.16% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 1.11% | -0.14% | -9.42% | |
| 21 | APG | Api Group CORP | 株式-資本財 | 1.11% | +0.02% | — | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.08% | -0.10% | -26.52% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.05% | -0.12% | -6.62% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.85% | — | -9.33% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | -0.14% | -6.20% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.82% | +0.22% | -0.30% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.76% | -0.09% | -2.26% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | — | -8.84% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | — | -1.37% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.69% | -0.05% | -10.58% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.66% | -0.10% | -26.82% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.65% | — | -32.87% | |
| 33 | CF | Cf Industries Holdings INC | 株式-素材 | 0.58% | +0.24% | -4.15% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.56% | +0.01% | +27.61% | |
| 35 | GGG | Graco INC | 株式-資本財 | 0.48% | — | -1.09% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.47% | — | -3.24% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.45% | — | -8.85% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.45% | — | -15.50% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.43% | -0.04% | -4.12% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | -3.66% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.41% | — | +10.39% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.38% | — | -21.91% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | -1.17% | |
| 44 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.36% | -0.11% | +38.78% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.33% | — | -27.93% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.31% | +0.07% | -3.51% | |
| 47 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.30% | — | +7.20% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | -0.75% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | -0.03% | +1.83% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | -0.03% | +0.43% |