CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全420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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 9.43% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.19% | -0.14% | +76.33% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 6.96% | +0.27% | +28.73% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.16% | +0.18% | +24.01% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.79% | -0.04% | +8.09% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.91% | — | +12.67% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.71% | — | +8.22% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.70% | — | +21.14% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.68% | — | +19.58% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.68% | -0.05% | +9.96% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.92% | — | +4.14% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.76% | -0.03% | +19.74% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.71% | — | +11.12% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.69% | -0.18% | +37.03% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.50% | — | +31.63% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.36% | +0.06% | +185.30% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.10% | -16.63% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.13% | — | +53.57% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.06% | — | +10.38% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.82% | — | +12.46% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | +0.05% | +13.18% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.63% | -0.01% | +13.61% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.59% | +0.01% | +18.89% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +394.28% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +16.58% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | +0.07% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.51% | — | +15.67% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +14.37% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | +19.53% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +74.88% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | — | +2.64% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.45% | — | +2.46% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.45% | — | +3.43% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +80.63% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.43% | +0.05% | — | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | +0.11% | NEW | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.40% | +0.05% | +11.75% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | — | +61.63% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.03% | +94.01% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | +0.02% | +6.30% | |
| 41 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.34% | — | +5.08% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +9.41% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.33% | — | +20.59% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.31% | — | +1.93% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | — | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.31% | — | +17.85% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | -36.94% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | — | +17.33% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.27% | — | +3.26% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | +202.90% |