CIK: 0001682057
申告総資産額
$4.2億
上位200銘柄を表示中(全279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 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 18.03% | — | +43.12% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 17.33% | — | -39.70% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 7.24% | — | -18.09% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.64% | -0.18% | -4.59% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 4.00% | — | -7.38% | |
| 6 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.50% | — | -5.38% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.35% | — | -37.91% | |
| 8 | DWM | Wisdomtree International Equ | ETF-その他 | 2.32% | — | -5.23% | |
| 9 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 1.79% | — | -9.87% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.53% | — | +0.39% | |
| 11 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.44% | — | -7.51% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.33% | — | -15.81% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.27% | — | -6.70% | |
| 14 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.18% | — | +12.82% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.16% | — | +0.24% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.04% | — | -23.40% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.02% | — | -0.05% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.99% | — | — | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.97% | — | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | — | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.76% | — | +9.79% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.75% | — | — | |
| 23 | CSX | Csx CORP | 株式-資本財 | 0.74% | — | — | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 0.72% | — | +0.05% | |
| 25 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.72% | — | -7.65% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | +4.89% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | -1.34% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.60% | — | +4.98% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.58% | -0.03% | +0.02% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.58% | — | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +23.10% | |
| 32 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.54% | — | +17.62% | |
| 33 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.52% | — | +5.78% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | +0.07% | +0.22% | |
| 35 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.49% | — | +4.40% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.43% | — | — | |
| 37 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.41% | — | +1.23% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.40% | — | +3.14% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | — | |
| 40 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.39% | — | +0.10% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | +2.88% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.08% | +0.31% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.32% | — | -3.42% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +1.16% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.20% | -44.70% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | -5.81% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.27% | — | -20.10% | |
| 49 | PFIG | Invesco Fundamental Investme | ETF-その他 | 0.26% | — | -7.22% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.25% | -0.37% | — |