CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中（全796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 | 21.80% | -8.65% | +3.35% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 8.76% | +0.77% | +7.67% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.72% | — | +4.59% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.48% | -0.28% | +2.81% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.01% | -0.45% | -0.52% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.39% | -0.51% | -2.14% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.29% | -0.18% | +1.25% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.58% | +0.20% | +0.36% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.24% | -0.35% | -1.12% | |
| 10 | AFL | Aflac INC | 株式-金融 | 2.07% | — | -0.70% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.85% | -0.19% | -0.60% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.72% | +0.22% | -0.74% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.53% | -0.02% | -1.38% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.46% | — | +2.22% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.42% | — | +0.02% | |
| 16 | APG | Api Group CORP | 株式-資本財 | 1.40% | +0.02% | -11.04% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.36% | +0.46% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.36% | — | -1.16% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | -0.79% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | -1.79% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.01% | — | -2.77% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.95% | -0.08% | -1.60% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.80% | -0.12% | -2.63% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.79% | -0.08% | -2.80% | |
| 25 | IVLU | Ishares Msci International V | ETF-その他 | 0.74% | -0.14% | -5.86% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.73% | -0.10% | -4.36% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.71% | -0.09% | -1.36% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | +0.46% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | -0.14% | -14.54% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.58% | +0.01% | +6.51% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.58% | +0.31% | +97.24% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.58% | — | -1.82% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.55% | -0.10% | -8.99% | |
| 34 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.46% | -0.11% | +4.05% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | -0.14% | -7.08% | |
| 36 | CF | Cf Industries Holdings INC | 株式-素材 | 0.44% | +0.24% | — | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | -0.05% | -16.96% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.41% | — | +0.69% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.40% | — | -5.52% | |
| 40 | GGG | Graco INC | 株式-資本財 | 0.39% | — | — | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.38% | — | -1.63% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | -1.12% | |
| 43 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.35% | — | +11.29% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.35% | — | -6.17% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | — | -2.00% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.32% | +0.07% | -1.54% | |
| 47 | CELC | Celcuity INC | 株式-その他 | 0.32% | +0.02% | -2.65% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.31% | — | +8.98% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | -0.03% | -0.07% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | -3.30% |