CIK: 0001508195
申告総資産額
$32.3億
上位200銘柄を表示中（全407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 | 10.64% | -1.64% | +7.07% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 8.15% | -0.95% | +9.18% | |
| 3 | DIVI | Franklin International Core | ETF-その他 | 6.20% | +0.64% | +6.90% | |
| 4 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 5.81% | +1.33% | +7.10% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 4.94% | +0.19% | +10.98% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 4.57% | +0.27% | +13.01% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.29% | +0.19% | +2.45% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 4.25% | +0.02% | +10.09% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 3.69% | +0.25% | +0.58% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.68% | +0.25% | +9.72% | |
| 11 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 2.93% | +0.18% | +8.68% | |
| 12 | BNDI | Neos Enhanced INC Agg Bd ETF | ETF-その他 | 2.67% | +0.20% | +10.33% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.34% | -0.54% | +1216.25% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.60% | +0.15% | +4.09% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.60% | -0.34% | +44.61% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.40% | -0.21% | +0.44% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.17% | +362.52% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.10% | -0.18% | -19.53% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.31% | +104.41% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +1.91% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | -0.15% | +12.22% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | -0.15% | -26.03% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.83% | -0.16% | -27.98% | |
| 24 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 0.81% | -0.17% | — | |
| 25 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.68% | — | +8896.74% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | -2.85% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.65% | — | +2117.43% | |
| 28 | IQLT | Ishares Msci International Q | ETF-その他 | 0.63% | — | -31.05% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.49% | -0.14% | -42.31% | |
| 30 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 0.41% | +0.04% | -1.84% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | +236.27% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | +88.20% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.37% | — | +0.15% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.35% | — | +2.53% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.35% | — | +5.91% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.32% | — | +273.45% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | — | -4.76% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.32% | — | -2.66% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | — | -0.41% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.30% | — | -17.92% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | +4.52% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.26% | — | +53.84% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | -0.69% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.24% | +0.10% | -4.08% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | — | +39.39% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.23% | — | — | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.23% | — | -52.06% | |
| 48 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.22% | — | -13.48% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.21% | — | +3.43% | |
| 50 | USVM | Victoryshares US Small Mid C | ETF-その他 | 0.20% | — | -10.51% |