CIK: 0001508195
申告総資産額
$32.3億
上位200銘柄を表示中(全264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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.44% | -0.15% | +0.96% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 7.31% | +0.19% | +3.44% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 7.24% | -0.14% | +1.04% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.49% | -0.18% | -1.21% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.19% | -0.16% | -2.43% | |
| 6 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 5.17% | +1.33% | +8.39% | |
| 7 | IQLT | Ishares Msci International Q | ETF-その他 | 4.97% | — | +4.53% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 3.99% | +0.19% | +47.17% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 3.61% | +0.25% | +3.49% | |
| 10 | DIVI | Franklin International Core | ETF-その他 | 2.71% | +0.64% | +4.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.52% | -1.64% | +6.16% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.40% | +0.25% | +102.02% | |
| 13 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 2.14% | +0.27% | — | |
| 14 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 2.13% | +0.04% | -40.51% | |
| 15 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 1.94% | +0.18% | +113.65% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.86% | — | -48.37% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.61% | +0.15% | +0.36% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.58% | -0.34% | +22.06% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.44% | — | -6.19% | |
| 20 | BNDI | Neos Enhanced INC Agg Bd ETF | ETF-その他 | 1.40% | +0.20% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.21% | -0.21% | +18.74% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | -0.15% | +40.24% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | — | -0.18% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | +23.17% | |
| 25 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.59% | +0.02% | +12.18% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.58% | — | +31.53% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.57% | — | +124.43% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.52% | — | -0.37% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.31% | +19.33% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | +13.17% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +134.99% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.42% | — | +0.66% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | +27.14% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.39% | — | -0.30% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.17% | +923.20% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | -0.54% | -2.37% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +177.09% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.31% | — | +408.72% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.31% | — | +1194.29% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | +23.47% | |
| 42 | BMAR | Innovator U.s. Equity Buffer | ETF-その他 | 0.28% | — | -10.81% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.28% | — | — | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.28% | — | — | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.27% | — | -6.83% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.27% | +0.11% | -10.81% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +86.89% | |
| 48 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.26% | — | -45.03% | |
| 49 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.25% | — | +11.87% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.24% | — | -2.28% |