CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中（全349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 | 12.05% | — | +5.94% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 7.18% | — | +4.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.64% | -0.59% | +70.58% | |
| 4 | VAC | Marriott Vacations World | 株式-一般消費財 | 2.58% | — | +0.31% | |
| 5 | WM | Waste Management INC | 株式-資本財 | 2.26% | — | -15.91% | |
| 6 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 2.20% | — | -0.51% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.89% | -0.11% | +3.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | — | -0.66% | |
| 9 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.46% | — | -3.98% | |
| 10 | CME | Cme Group INC | 株式-金融 | 1.46% | — | -0.85% | |
| 11 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.41% | — | -6.28% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.29% | — | +7.97% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.29% | — | -1.84% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.22% | +6.24% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +12.93% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | -0.14% | -7.12% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.02% | — | -48.92% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.98% | — | -10.51% | |
| 19 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.97% | — | -1.07% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.91% | — | +21.32% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | — | +49.08% | |
| 22 | ACN | Accenture plc | 株式-IT | 0.89% | — | +0.33% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +0.25% | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.86% | — | — | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.83% | — | +9.66% | |
| 26 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.83% | — | -2.88% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | — | +22.26% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.77% | — | +5.70% | |
| 29 | WWD | Woodward INC | 株式-資本財 | 0.77% | — | -0.01% | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.76% | — | -4.21% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.72% | — | +55.70% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | -0.45% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | — | -11.07% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | -0.17% | +10.34% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | +1.44% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | -0.37% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | — | -3.06% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.64% | — | -6.67% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.02% | +3.83% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +2.84% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +3.18% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | -1.14% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.55% | — | -29.40% | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.53% | — | +3.92% | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.53% | — | -0.60% | |
| 46 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.50% | — | -0.38% | |
| 47 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 0.49% | — | — | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | +2.61% | +328.69% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.49% | — | -28.80% | |
| 50 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.48% | — | -0.91% |