CIK: 0001469751
申告総資産額
$64.6億
上位200銘柄を表示中（全253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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.76% | -0.56% | +2.38% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.45% | — | +4.32% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.21% | — | +0.16% | |
| 4 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 4.10% | — | +95.91% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.73% | — | -0.28% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.24% | -0.38% | +2.23% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.17% | — | +5.98% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.95% | — | +5.07% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.93% | +0.20% | +4.22% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.88% | -0.07% | -25.31% | |
| 11 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 2.76% | -0.31% | +3.30% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.75% | — | +1.48% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.64% | — | +0.15% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.62% | +0.10% | +9.11% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.56% | -0.14% | +13.22% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.21% | — | +18.39% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.94% | — | +9.43% | |
| 18 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.93% | — | +9.04% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.91% | -0.16% | +2.09% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.64% | +8.52% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.58% | -0.14% | +0.89% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.52% | +0.15% | +3.30% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.47% | — | +1.31% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.41% | — | +131.90% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.28% | -0.01% | +2.45% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.22% | -0.13% | +1.71% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.19% | -0.02% | +5.56% | |
| 28 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.14% | — | -17.30% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.13% | — | +3.06% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | -0.47% | +10.79% | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.97% | — | -11.62% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | — | +8.45% | |
| 33 | JPMB | Jpmorgan Usd Emerging Market | ETF-新興国市場 | 0.89% | — | +10.60% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.88% | +0.15% | +4.80% | |
| 35 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.88% | +0.01% | +8.01% | |
| 36 | HDUS | Hartford Discip Eqty ETF | ETF-その他 | 0.85% | — | +7.70% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.54% | +6.67% | |
| 38 | RFDA | Alps Dynamic US Dividend Adv | ETF-その他 | 0.72% | — | +5.78% | |
| 39 | PAVE | Global X US Infrastructure | ETF-その他 | 0.69% | +0.10% | +10.09% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.67% | — | -1.30% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | +4324.46% | |
| 42 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.61% | -0.24% | +5.89% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.08% | +8.61% | |
| 44 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.59% | +0.17% | +7.34% | |
| 45 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.52% | — | -44.21% | |
| 46 | PSCI | Invesco S&p Smallcap Industr | ETF-その他 | 0.50% | — | +8.10% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.50% | +0.16% | +7.66% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.48% | — | +8.91% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.45% | — | +7.57% | |
| 50 | XLB | Ss Materials Select Sector | ETF-その他 | 0.44% | — | +1.31% |