CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全898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 | 18.93% | -3.48% | -8.48% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 7.63% | -1.36% | -3.31% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 6.29% | -1.20% | -15.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.95% | — | -2.04% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.89% | -0.77% | -1.49% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 4.39% | — | -5.76% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.15% | -0.49% | +3.98% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.91% | — | -14.86% | |
| 9 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 3.34% | -0.54% | +867.75% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.92% | -0.48% | +576.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.81% | -0.65% | -4.98% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.52% | — | +5.10% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.38% | -0.27% | +6.37% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.30% | — | -5.99% | |
| 15 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.28% | -0.03% | +1.03% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.28% | -0.31% | +28.12% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.16% | -0.12% | -0.65% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.16% | — | +3.36% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.27% | +1.80% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.90% | -0.06% | -0.68% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | -0.23% | — | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.80% | — | -1.71% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | -0.23% | +8.26% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -0.02% | +22.70% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.59% | — | +1.66% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.47% | — | -0.43% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.46% | — | -0.19% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | -0.16% | -35.45% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.43% | — | -0.47% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | +0.19% | -2.23% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | -0.13% | +19.94% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.28% | -0.01% | +12.21% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +1.45% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | +0.70% | |
| 35 | WSBC | Wesbanco INC | 株式-その他 | 0.27% | — | -25.24% | |
| 36 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.26% | — | +278.47% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +0.05% | |
| 38 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.24% | — | +2.42% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | +7.00% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +1.51% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | -5.31% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | -1.59% | |
| 43 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.21% | — | +2.80% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +3.96% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.19% | — | -0.93% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | -0.01% | |
| 47 | FITB | Fifth Third Bancorp | 株式-金融 | 0.18% | — | +53.55% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +1.57% | |
| 49 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.17% | +0.13% | +3.13% | |
| 50 | MCO | Moody's CORP | 株式-金融 | 0.17% | — | +1.44% |