CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全2367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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 19.27% | — | +6.06% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.23% | -1.13% | +15.54% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.99% | — | +18.13% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.16% | +2.39% | +0.48% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.58% | -0.04% | +17.95% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.25% | +0.15% | +8.57% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.18% | — | +125.39% | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.30% | — | -0.87% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.76% | -0.12% | +3.76% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.04% | +98.70% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.42% | — | +5743.85% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.24% | -0.08% | +0.06% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.37% | +27.55% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | -3.81% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.08% | +12.31% | |
| 16 | ROL | Rollins INC | 株式-一般消費財 | 0.91% | -0.04% | +0.00% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.65% | — | -13.47% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +7.08% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.06% | -3.94% | |
| 20 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.52% | — | +9116.98% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.06% | +7.19% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.44% | — | -18.03% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | +260.44% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | +369.71% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.07% | +27.47% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | +0.04% | +3.26% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.33% | — | -1.59% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.12% | -8.54% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.30% | — | +5.78% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +10.11% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.28% | — | -23.02% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.28% | — | -0.12% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | — | -14.41% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | -0.07% | +329.73% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | -3.40% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | +0.21% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | -1.41% | |
| 38 | LKQ | Lkq CORP | 株式-一般消費財 | 0.25% | — | +0.45% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | -13.19% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.04% | +12.12% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | — | +23.15% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.21% | — | +10.34% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | -24.75% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.20% | — | +136.51% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.20% | — | +18.21% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.20% | -0.04% | +28.80% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | — | +2.11% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.19% | — | +47.79% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | +7.82% | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.18% | — | +383.45% |