CIK: 0001486066
申告総資産額
$36.6億
上位200銘柄を表示中(全871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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.39% | — | +17.52% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.41% | — | +212.15% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.39% | — | +28.58% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.93% | — | +33.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | — | +90.12% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.78% | — | +37.05% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 1.77% | — | +14.14% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.69% | — | +43.64% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.67% | — | -66.86% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.64% | — | +22.84% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.59% | — | +91.60% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.30% | — | +75.81% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.15% | — | +25.90% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.12% | — | +321.71% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.07% | — | +51.42% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.03% | — | +15.23% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.99% | — | +11.18% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.97% | — | +116.60% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.94% | — | +4.61% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | +106.77% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.84% | — | +31.33% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | — | +90.85% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.81% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | +56.66% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.78% | — | -51.42% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | — | +7.34% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.71% | — | -8.33% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +88.98% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.69% | — | +291.01% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.67% | — | -1.98% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.66% | — | +588.78% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +45.89% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.63% | — | +0.49% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.63% | — | +56.24% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | +170.57% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +91.90% | |
| 37 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.56% | — | +110.83% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | +99.55% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.53% | — | +323.10% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | — | +49.81% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.52% | — | +417.00% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.51% | — | +102.34% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | +102.64% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.49% | — | +632.58% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | +97.94% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | +933.45% | |
| 47 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.47% | — | +183.36% | |
| 48 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.46% | — | +81.00% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.46% | — | — | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +233.30% |