CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全377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 | BND | Vanguard Total Bond Market | ETF-その他 | 7.87% | +0.27% | +5.56% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.21% | +0.18% | +3.00% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.37% | -0.14% | +5.75% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.64% | -0.04% | +10.25% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.56% | — | +5.53% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.34% | — | +5.77% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.31% | -0.05% | +4.37% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.04% | — | +9.69% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.02% | — | +7.87% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.43% | — | +11.24% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.27% | — | +1.58% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.97% | -0.03% | +42.60% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.10% | — | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.67% | — | +1.96% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.53% | -0.18% | — | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.34% | — | +5.23% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.08% | — | +2.97% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.02% | — | +4.76% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.75% | +0.05% | +1.18% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.73% | +0.01% | -2.60% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.72% | -0.01% | +2.11% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.71% | — | +2.30% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.70% | +0.06% | +4.05% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | — | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.66% | — | +4.57% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | — | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.65% | — | +2.09% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | — | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.62% | — | +2.84% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.58% | — | — | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.50% | +0.04% | — | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.49% | +0.05% | +1.45% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | +0.02% | — | |
| 37 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.45% | — | +11.31% | |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.40% | — | +6.14% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | — | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.38% | — | — | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.38% | — | -2.91% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | — | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | — | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.35% | — | — | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.33% | — | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.30% | +0.11% | NEW |