CIK: 0001469751
申告総資産額
$64.6億
上位200銘柄を表示中（全289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 | 6.42% | -0.56% | -21.57% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.41% | — | +4.78% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.39% | — | +5.53% | |
| 4 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 4.23% | — | +3.63% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.87% | — | +3.83% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.92% | — | +196.21% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.92% | — | +2.38% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.89% | -0.38% | +2.75% | |
| 9 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 2.84% | -0.31% | +4.52% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.81% | — | +4.28% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.72% | — | +3.58% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.62% | — | +3.14% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.60% | +0.10% | +2.05% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.49% | -0.14% | +12.26% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.25% | +0.20% | -30.04% | |
| 16 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.10% | — | +9.57% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.91% | — | +9.33% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.88% | — | +8.04% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.82% | -0.16% | +2.15% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.70% | -0.14% | +3.35% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.64% | +9.98% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.57% | -0.07% | -48.23% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.51% | — | +3.45% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.37% | — | +9.50% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.36% | +0.15% | -16.37% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.35% | — | +99.79% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.29% | -0.01% | +3.65% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.20% | -0.02% | +6.09% | |
| 29 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 1.16% | — | +247.34% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.14% | — | +2.94% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.07% | -0.13% | +1.84% | |
| 32 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.05% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.47% | +11.63% | |
| 34 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.96% | +0.01% | +9.61% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.95% | +0.15% | +10.24% | |
| 36 | JPMB | Jpmorgan Usd Emerging Market | ETF-新興国市場 | 0.94% | — | +5.93% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.54% | +7.60% | |
| 38 | HDUS | Hartford Discip Eqty ETF | ETF-その他 | 0.87% | — | +9.12% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | +9.79% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | +26.53% | |
| 41 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.72% | -0.24% | +7.46% | |
| 42 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.69% | +0.17% | +7.11% | |
| 43 | PAVE | Global X US Infrastructure | ETF-その他 | 0.69% | +0.10% | +9.38% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | +0.08% | +8.91% | |
| 45 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.64% | — | +13.85% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.13% | +29.14% | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.50% | — | +9.34% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.48% | — | +2.44% | |
| 49 | PSCI | Invesco S&p Smallcap Industr | ETF-その他 | 0.46% | — | +8.19% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.46% | +0.08% | +49.49% |