CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全236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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.21% | +0.15% | -6.28% | |
| 2 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 3.96% | — | -13.50% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.46% | — | +113.30% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.02% | — | -10.39% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.45% | -0.01% | -0.19% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.33% | -0.14% | +905.58% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.16% | — | -30.78% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.11% | +0.01% | -4.49% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.97% | — | -27.13% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | -0.03% | +3.84% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.72% | -0.04% | -2.70% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.72% | — | +10.20% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.69% | -0.03% | +0.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | +0.03% | -4.58% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | -0.02% | -0.20% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.35% | — | -6.99% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.34% | -0.08% | -19.73% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | -0.01% | -26.35% | |
| 19 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.27% | — | -40.27% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | — | +11.98% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.19% | -0.23% | -20.64% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | +0.21% | -8.55% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.15% | — | +3.83% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | -0.30% | -0.02% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | +0.11% | -11.65% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -12.13% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | +0.03% | -9.92% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | +0.26% | -1.17% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.86% | — | -30.25% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.86% | +0.06% | -6.91% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.20% | +0.20% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | -7.55% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -20.90% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -11.26% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | — | -31.97% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | — | -62.10% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.67% | +0.21% | -0.25% | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.66% | — | -30.66% | |
| 39 | XLB | Ss Materials Select Sector | ETF-その他 | 0.64% | — | -27.69% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | — | -1.90% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | -22.00% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.60% | — | +88.97% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.59% | — | -34.31% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.59% | — | +2.22% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | — | -29.96% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | +0.01% | -0.97% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | +0.06% | -1.33% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | +0.20% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -12.32% | |
| 50 | ENB | Enbridge INC | 株式-エネルギー | 0.48% | — | -33.15% |