CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全453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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.35% | — | +4.58% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.93% | -3.48% | -2.63% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.64% | +0.24% | +5.58% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 7.74% | — | +5.62% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.86% | -0.06% | -0.08% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.10% | — | +1.34% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.77% | -0.49% | -9.18% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.50% | -0.31% | +6.45% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.29% | — | -52.32% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.23% | -0.65% | +4.42% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.13% | — | +0.36% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.12% | +0.37% | +1696.92% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.99% | -0.23% | +1.49% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | -0.27% | +3.60% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.40% | -0.77% | +3.63% | |
| 16 | EMLP | First Trust North American E | ETF-その他 | 1.37% | — | +36.32% | |
| 17 | RDN | Radian Group INC | 株式-金融 | 0.94% | — | -3.71% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.93% | — | +10.57% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.90% | — | +2.20% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.82% | — | -31.48% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | -0.23% | -2.72% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.70% | — | -4.02% | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.70% | — | +123.73% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.59% | — | +284.19% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.56% | -0.12% | -0.44% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.55% | — | +4.38% | |
| 27 | BBTUSD | Bb&t CORP | 株式-その他 | 0.51% | — | -3.09% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.27% | +0.00% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.46% | — | -10.72% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | +0.19% | -10.06% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | — | +6.81% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | -0.48% | -3.17% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.41% | — | +0.18% | |
| 34 | NEOG | Neogen CORP | 株式-ヘルスケア | 0.39% | — | — | |
| 35 | ENFR | Alerian Energy Infrastructur | ETF-その他 | 0.34% | — | +18.70% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.34% | — | -15.66% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | +0.67% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.33% | — | -5.41% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | -0.33% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.04% | +8.15% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.25% | — | +20.66% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.24% | +0.45% | NEW | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.24% | — | +0.10% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.24% | — | +8.04% | |
| 45 | MTDR | Matador Resources Co | 株式-エネルギー | 0.24% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.06% | +0.15% | |
| 47 | ✓ | Ishares | 株式-その他 | 0.22% | — | +3.32% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | +67.72% | |
| 49 | MTG | Mgic Investment CORP | 株式-金融 | 0.20% | — | -6.99% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | +1.30% | -13.14% |