CIK: 0001674343
申告総資産額
$3.8億
上位200銘柄を表示中（全688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 | VUG | Vanguard Growth ETF | ETF-その他 | 17.33% | — | -2.25% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 11.62% | — | -17.10% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.19% | — | +0.67% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.97% | — | -2.88% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.19% | — | +0.77% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.08% | — | -12.54% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.28% | — | -3.16% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.74% | — | +3.51% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.25% | — | -13.09% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.17% | — | -6.61% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.12% | — | -0.50% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | -0.72% | |
| 13 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.04% | — | -0.20% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.98% | — | +0.84% | |
| 15 | ADMSEUR | Adamas Pharmaceuticals INC | 株式-その他 | 0.89% | — | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | +12.03% | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.83% | — | -17.13% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.82% | — | +8.41% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.79% | — | +0.15% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -16.36% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | — | -12.53% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.69% | — | -21.44% | |
| 23 | POST | Post Holdings INC | 株式-生活必需品 | 0.68% | — | +1.95% | |
| 24 | WEP | Magellan Midstream Partners | 株式-その他 | 0.62% | — | -5.88% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.62% | — | -0.89% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.61% | — | -1.29% | |
| 27 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.61% | — | -15.71% | |
| 28 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.58% | — | +5.53% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | -3.38% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | — | -0.49% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -9.01% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +5.54% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | -2.50% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +0.02% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.44% | — | +0.42% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.41% | — | -3.05% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -17.74% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.40% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +2.05% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.37% | — | -15.92% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | -1.24% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | -4.30% | |
| 43 | USB | US Bancorp | 株式-金融 | 0.36% | — | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.35% | — | -1.02% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.34% | — | -11.33% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | +0.60% | |
| 47 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.33% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | +38.38% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | -11.55% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | +0.05% |