CIK: 0001508195
申告総資産額
$32.3億
上位200銘柄を表示中（全304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 | 11.29% | -1.64% | +6.02% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 8.38% | -0.95% | +12.21% | |
| 3 | DIVI | Franklin International Core | ETF-その他 | 6.79% | +0.64% | +5.09% | |
| 4 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 6.27% | +1.33% | +2.11% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 5.39% | +0.19% | +6.42% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 4.91% | +0.27% | +6.50% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.89% | +0.19% | +1.65% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 4.42% | +0.02% | +9.31% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 4.10% | +0.25% | +1.20% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.06% | +0.25% | +6.24% | |
| 11 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 3.27% | +0.18% | +5.35% | |
| 12 | BNDI | Neos Enhanced INC Agg Bd ETF | ETF-その他 | 2.95% | +0.20% | +6.98% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.02% | +0.15% | +0.02% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.56% | -0.18% | -13.55% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.56% | -0.21% | -0.20% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.41% | -0.15% | -11.34% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.32% | -0.16% | -20.49% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 1.09% | — | -16.88% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.09% | -0.34% | +0.36% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | — | -0.03% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.99% | -0.14% | -26.66% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | -0.15% | -2.15% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | -2.04% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.31% | +1.05% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.56% | — | -32.76% | |
| 26 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 0.51% | +0.04% | -9.37% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.45% | — | -6.33% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.42% | — | +1.13% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.39% | — | +4.13% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | -2.11% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | +1.84% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | +2.61% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | +12.50% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | -0.17% | +26.00% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.31% | — | -18.04% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | +5.47% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.28% | +0.10% | +44.12% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | -0.83% | |
| 39 | USVM | Victoryshares US Small Mid C | ETF-その他 | 0.25% | — | +317.24% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | +4.71% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | -4.52% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.22% | — | -5.83% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.22% | -0.54% | -17.56% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.20% | — | -11.02% | |
| 45 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.20% | — | -0.76% | |
| 46 | BMAR | Innovator U.s. Equity Buffer | ETF-その他 | 0.19% | — | -20.53% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | — | +23.63% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.18% | — | -8.47% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.17% | — | +11.34% | |
| 50 | TUSI | Touchstone Ultra Short Incom | ETF-その他 | 0.17% | — | -2.53% |