CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全448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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.42% | -3.48% | +5.34% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.33% | +0.24% | +76.83% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.19% | — | +51.99% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.04% | -0.06% | +0.11% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.48% | — | -15.29% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.19% | — | +0.81% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.64% | — | +8.51% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.63% | -0.23% | -11.39% | |
| 9 | EMLP | First Trust North American E | ETF-その他 | 2.29% | — | -17.64% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.18% | — | +0.63% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.11% | -0.23% | -47.53% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.03% | — | +0.31% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.62% | — | +7.10% | |
| 14 | RDN | Radian Group INC | 株式-金融 | 1.19% | — | +1444.48% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.11% | -0.65% | +21.84% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.97% | — | -47.95% | |
| 17 | BBTUSD | Bb&t CORP | 株式-その他 | 0.76% | — | +0.84% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.68% | — | +246.06% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | +0.19% | +0.86% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | — | -13.34% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.06% | +6.47% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.48% | — | -10.21% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +0.17% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | -0.48% | +1.54% | |
| 25 | MTDR | Matador Resources Co | 株式-エネルギー | 0.41% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.34% | -0.12% | +5.69% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.04% | -3.46% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.29% | — | +10.82% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.27% | — | +8.79% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.27% | +1.30% | -23.03% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.26% | +0.07% | +93.40% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.25% | -0.31% | +96.94% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.27% | +0.02% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.23% | — | -22.63% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.23% | — | +46.02% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.21% | — | -4.46% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.20% | — | -0.23% | |
| 38 | IDV | Ishares International Select | ETF-その他 | 0.20% | — | +3.03% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.20% | — | +0.48% | |
| 40 | CB | Chubb Limited | 株式-金融 | 0.18% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | +10.53% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | -0.54% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.17% | — | -0.89% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | +0.07% | +7.97% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | — | +20.46% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.14% | — | -6.82% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | -2.70% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | +4.62% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.12% | — | -1.46% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.12% | — | +1.24% |