CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1217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 | 6.45% | -0.38% | -14.66% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.48% | -0.12% | +10116.21% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.52% | +0.18% | +66.77% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.28% | +0.21% | +50650.13% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.22% | +0.40% | +880.01% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.05% | -0.18% | -3.66% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.27% | — | +5.65% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.87% | +0.06% | -13.56% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.34% | +0.38% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.70% | +0.27% | +915.74% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | — | +7.13% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.55% | -0.12% | -4.07% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.33% | +0.19% | +55.65% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.21% | — | +35.39% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.20% | — | +10.25% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | — | +0.16% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.10% | +0.17% | +30.30% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.07% | +0.32% | +362.61% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | -0.07% | -1.97% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.99% | +0.04% | -36.58% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.98% | +0.22% | +428.62% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | — | -4.08% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | -0.17% | +1462.97% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.92% | — | +54.73% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | -0.30% | +28.73% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | — | -5.18% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | — | -2.33% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.80% | +0.13% | -2.28% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | — | -0.11% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.74% | — | -12.04% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | — | -38.93% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.12% | -5.71% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.11% | -13.53% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | -6.73% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | -28.09% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.12% | +5.99% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | -6.75% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.09% | -0.62% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | -89.17% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -1.89% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | +0.14% | -3.63% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.48% | — | +37.23% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | +8.97% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.09% | -7.16% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | +91.08% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.41% | +0.16% | +9.40% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | -3.62% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -11.19% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | +12.25% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.39% | — | +0.59% |