CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中（全325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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 11.75% | — | +3.27% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 7.68% | — | +1.34% | |
| 3 | WM | Waste Management INC | 株式-資本財 | 3.08% | — | -0.09% | |
| 4 | VAC | Marriott Vacations World | 株式-一般消費財 | 2.35% | — | -0.92% | |
| 5 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 2.31% | — | -3.04% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.09% | — | +1.85% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.96% | — | -2.69% | |
| 8 | CME | Cme Group INC | 株式-金融 | 1.75% | — | -0.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | -0.59% | -0.84% | |
| 10 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.59% | — | +8.71% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.58% | -0.11% | +4.60% | |
| 12 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.40% | — | -4.75% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.39% | — | -1.25% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | -0.14% | -3.40% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.29% | — | +9.55% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.22% | +1.18% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.14% | — | +3.55% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | — | +0.15% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +0.05% | |
| 20 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.98% | — | -3.00% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.92% | — | +0.01% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.89% | — | +2.99% | |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.89% | — | -4.59% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.80% | — | +5.51% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.79% | — | +3.74% | |
| 26 | WWD | Woodward INC | 株式-資本財 | 0.79% | — | +0.88% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.78% | — | +25.64% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.78% | — | +2.88% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.76% | — | +28.38% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | -3.76% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.72% | — | +13.41% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | — | +18.64% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | +0.48% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | — | +3.36% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +0.04% | |
| 36 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.66% | — | +0.13% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | — | +0.62% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.63% | — | +5.85% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -2.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | -0.17% | +1.63% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.61% | — | +5.89% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.60% | — | +1.94% | |
| 43 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.56% | — | -2.51% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.02% | -1.47% | |
| 45 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.53% | — | +6.51% | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.53% | — | -2.23% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +10.21% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | +4.48% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.49% | — | +4.72% | |
| 50 | REET | Ishares Global Reit ETF | ETF-その他 | 0.48% | — | +5.88% |