CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1281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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.22% | -0.12% | +13.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.75% | -0.38% | -3.33% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.43% | +0.18% | +13.09% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.21% | +0.40% | +15.69% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.69% | +0.21% | +12.54% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.43% | — | +1.93% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.25% | -0.18% | -15.29% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.95% | +0.27% | +12.16% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.72% | +0.19% | +15.47% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.34% | +4.33% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.47% | +0.17% | +13.21% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.47% | -0.12% | +2.34% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.46% | +0.06% | -7.16% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | -0.17% | +10.88% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.25% | +0.03% | +2205.00% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.25% | +0.22% | +12.81% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.24% | — | +0.15% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | — | +4.60% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | +0.32% | +2.50% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -8.23% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | +0.04% | +9.05% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | -43.95% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.98% | — | +3.99% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.92% | -0.07% | +5.97% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | — | -1.66% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.83% | -0.09% | -10.82% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -0.12% | +5.74% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | +165.99% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | +2.45% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.72% | +0.13% | +6.52% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.09% | +2.97% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | — | +2.25% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | +0.16% | +24.89% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | -0.30% | -8.36% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.12% | +2.04% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.57% | — | +0.72% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | — | -2.08% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.11% | -5.67% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | -4.90% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | +8.33% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | -2.19% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -2.78% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.47% | — | -16.06% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | +2.56% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -0.44% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.40% | — | -16.03% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | +0.14% | -3.67% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | -3.44% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.37% | — | +24.07% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.36% | — | +23.86% |