CIK: 0001599904
申告総資産額
$22.7億
上位200銘柄を表示中（全326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 | 25.52% | -0.30% | -0.66% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 10.23% | +0.48% | -1.36% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.30% | -0.23% | +3.89% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.18% | -0.11% | -3.50% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.02% | -0.18% | +0.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.86% | +0.20% | -23.58% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.53% | -0.03% | +2.41% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.80% | -0.04% | +3.41% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.42% | -0.02% | +0.12% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.03% | -0.09% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.52% | -0.24% | +0.08% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.46% | — | -2.43% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.17% | -0.04% | -14.63% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.17% | -0.01% | -0.64% | |
| 15 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.84% | -0.01% | -7.70% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +11.63% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -0.13% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.01% | +2.74% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.66% | — | +71.13% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | +0.01% | -21.22% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | +0.05% | +0.42% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.10% | +9.81% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | +0.01% | +10.90% | |
| 24 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.48% | -0.48% | +33.26% | |
| 25 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.38% | — | -9.86% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | +0.01% | — | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.31% | +0.08% | — | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.30% | — | -14.10% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.06% | -8.47% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.25% | -0.03% | +9.08% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.23% | +0.03% | +89.39% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | — | -0.21% | |
| 33 | D | Dominion Energy INC | 株式-公益事業 | 0.21% | — | -1.31% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | -30.75% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | -2.09% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | -2.37% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | +0.02% | -3.82% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.03% | -2.73% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | -0.04% | -27.42% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.16% | — | +0.42% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.16% | — | -1.09% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.16% | — | -2.87% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | +17.70% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.14% | — | -7.26% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.14% | +0.06% | +0.37% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | -2.69% | |
| 47 | JUST | Goldman Sachs Just US Lrg | ETF-コモディティ | 0.13% | +0.03% | +2.50% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | +0.07% | +0.31% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +0.30% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | — | +5.84% |