CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1142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 | 9.20% | -0.38% | -8.04% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.52% | -0.18% | -13.37% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.52% | — | +14.20% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.34% | -3.39% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.92% | -0.07% | +345.00% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.67% | +0.06% | +26.88% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.61% | — | +2.99% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.59% | — | +5.10% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.56% | — | -2.29% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.12% | +2.48% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.15% | +0.04% | +4.66% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | +0.14% | +7.24% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | -0.12% | +21.05% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.00% | — | -2.55% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.94% | +0.13% | -3.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.11% | -1.94% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | — | -2.71% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | +5.41% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -6.87% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.85% | +0.19% | -11.56% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.76% | — | +5.66% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | -0.30% | +133.82% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.09% | -4.43% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | +5.66% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +12.73% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.12% | -6.37% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | +0.07% | -4.54% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | +100.45% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | -2.29% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.61% | — | +2.55% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -11.52% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.06% | -4.30% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -5.92% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.57% | — | -2.89% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.56% | — | +11.88% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.56% | — | +9.72% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | -6.10% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -17.21% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | -8.28% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -2.37% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.49% | — | -2.10% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | — | -1.28% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -6.38% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | -3.46% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.46% | — | -5.06% | |
| 46 | IDV | Ishares International Select | ETF-その他 | 0.44% | — | -22.07% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.44% | -0.07% | -3.30% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.44% | — | +78.62% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -1.78% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.42% | — | -1.44% |