CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全203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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.26% | -1.13% | +4.62% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.58% | — | +17.70% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.31% | -0.57% | +17.60% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.28% | +0.70% | +16.61% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.00% | -0.01% | +0.02% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.34% | -0.32% | -8.42% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.37% | — | -9.40% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.34% | -0.17% | +286.03% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.19% | — | -22.53% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.96% | -0.04% | -0.47% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.45% | — | -7.66% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.29% | -0.01% | +0.27% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 2.02% | -0.50% | +5.13% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.89% | +0.14% | -60.59% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.26% | +367.13% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | — | +9.65% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | — | +0.52% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.30% | — | -11.45% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.25% | -0.18% | -1.66% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.06% | — | -1.42% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.03% | — | -5.26% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | +0.19% | +15.79% | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.85% | — | +8.67% | |
| 24 | HUBB | Hubbell INC | 株式-資本財 | 0.80% | +0.07% | -0.09% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.26% | +19.29% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | +0.52% | +11.05% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | -6.25% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.71% | — | -0.72% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.69% | — | +26.33% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.63% | — | +2.44% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.59% | — | +0.00% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.58% | — | -1.79% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | +1.27% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | +12.32% | |
| 35 | MS | Morgan Stanley | 株式-金融 | 0.50% | — | +1.11% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.46% | +0.06% | +0.01% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.44% | — | -0.14% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.42% | +0.07% | -3.39% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.41% | — | -2.68% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.41% | -0.04% | +83.10% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.40% | — | -3.28% | |
| 42 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.40% | — | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | +26.36% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.07% | +337.06% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.35% | — | +1.78% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | +0.02% | -16.47% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.35% | — | +0.33% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.34% | — | +0.38% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.34% | — | +76.51% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | — |