CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全587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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.89% | -0.17% | +29.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.85% | +1.01% | +2.26% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.48% | — | +2.68% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.78% | — | +11.98% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.91% | — | +5.36% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.70% | — | +196.03% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.54% | +0.76% | +3.60% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.50% | -0.12% | +15.65% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.09% | -0.13% | +5.01% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.97% | — | +2.62% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.95% | — | +2.66% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | — | +447.57% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.62% | — | +10.49% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.53% | — | +206.68% | |
| 15 | FXN | First Trust Energy Alphadex | ETF-その他 | 1.30% | — | +4.16% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.23% | — | -0.18% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.23% | — | -9.28% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 1.03% | -0.37% | +13.63% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | — | +5.30% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.97% | — | +2.96% | |
| 21 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 0.95% | — | +5.93% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.93% | — | -1.13% | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.81% | — | -6.57% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.81% | — | +3.32% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.77% | — | +4.44% | |
| 26 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.76% | — | +0.15% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +1.10% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | +0.79% | +8.14% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.57% | — | -23.10% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.55% | — | +8.44% | |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.51% | — | +1.93% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | — | +21.56% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.46% | — | +33.11% | |
| 34 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.44% | — | +497.57% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | -0.44% | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.42% | — | +3.64% | |
| 37 | BIBL | Inspire 100 ETF | ETF-その他 | 0.40% | — | +3.34% | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.40% | — | +0.24% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | — | -11.72% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | -5.16% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | — | — | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.36% | — | -59.77% | |
| 43 | HDGE | Advisorshares Ranger Eq Bear | ETF-その他 | 0.35% | — | -0.56% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +12.79% | |
| 45 | XDEC | Ft Vest US Equity Enhance & | ETF-その他 | 0.34% | — | — | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.34% | — | +1.91% | |
| 47 | FTA | First Trust L C Val Alp | ETF-その他 | 0.34% | — | -0.04% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | -0.16% | — | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.31% | -0.20% | +1.59% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | -0.19% | — |