CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1258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 | 8.01% | -0.38% | +0.42% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.67% | — | +16.90% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.63% | -0.18% | +5.50% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.80% | +0.06% | -3.22% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.26% | — | +1.22% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.34% | -10.91% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.92% | -0.12% | -0.82% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | — | +3.36% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.37% | +0.04% | +10.45% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.36% | +0.18% | +21.46% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | -0.07% | -6.67% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | — | -2.84% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.13% | — | +2.59% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | — | -9.39% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | — | -2.98% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.02% | — | +19.17% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.99% | +0.13% | -6.82% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | — | +22.94% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.97% | — | -13.68% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | +0.21% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -3.33% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.91% | — | +3.76% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -0.11% | -9.70% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.82% | -0.30% | -3.00% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | — | -8.31% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.12% | -19.60% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.71% | +0.19% | +3.03% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +10.43% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.12% | -2.51% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.61% | +0.17% | +12.11% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | -5.75% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | +0.14% | -3.68% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | +3.07% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.09% | +42.16% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | -6.80% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.14% | +15.68% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.06% | -0.61% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.07% | +0.36% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -13.62% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.45% | — | +7.83% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | -12.64% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.45% | — | -14.34% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -18.11% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.40% | — | +20.47% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.09% | +69.04% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.39% | — | -22.82% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.39% | — | -3.18% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +9.86% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.37% | — | -19.85% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.37% | — | +9.36% |