CIK: 0001551867
申告総資産額
$13.7億
上位200銘柄を表示中（全240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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 17.41% | -0.19% | +2.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.12% | -0.06% | +3.34% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 11.54% | — | -1.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.91% | -0.25% | +2.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.91% | -0.08% | +0.83% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.63% | — | +0.64% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.17% | — | -7.53% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.01% | +1.10% | +4.13% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.25% | -0.08% | -1.31% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.26% | -0.13% | -4.63% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.07% | -0.06% | -0.50% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.52% | -0.12% | -0.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.36% | — | -3.25% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.17% | — | -1.89% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.14% | — | -2.10% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.03% | -0.04% | -0.59% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.98% | — | +1.00% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.90% | — | -0.37% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.89% | -7.39% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.84% | — | — | |
| 21 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.76% | — | +1.38% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.76% | — | -6.18% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | -4.62% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.56% | — | +0.26% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.49% | — | — | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.46% | -0.15% | -14.21% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | +0.14% | +0.70% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.41% | — | -5.13% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | +0.20% | -14.70% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | -12.17% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.26% | +0.06% | +5.89% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | — | |
| 33 | CMF | Ishares California Muni Bond | ETF-その他 | 0.23% | — | +26.67% | |
| 34 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.22% | — | -14.43% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.20% | — | — | |
| 36 | DWM | Wisdomtree International Equ | ETF-その他 | 0.15% | — | — | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.15% | — | +1.47% | |
| 38 | DSL | Doubleline Income Solutions | 株式-その他 | 0.13% | — | -22.38% | |
| 39 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.13% | +0.02% | +4467.71% | |
| 40 | GFN | General Finance CORP | 株式-その他 | 0.11% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.08% | — | — | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.08% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | — | +133.15% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.06% | -0.12% | — | |
| 45 | URTH | Ishares Msci World ETF | ETF-その他 | 0.06% | -0.02% | -35.64% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.06% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.05% | — | -5.85% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.05% | — | — | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.05% | — | +115.75% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | +30.01% |