CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1415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 | 7.29% | -0.12% | +11.33% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.37% | -0.38% | +2.33% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.20% | +0.40% | +12.33% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.00% | +0.18% | +8.45% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.86% | +0.21% | +7.27% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.44% | — | +2.20% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.18% | +0.27% | +6.87% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.09% | -0.18% | -4.87% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.91% | +0.17% | +15.05% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.89% | +0.19% | +8.69% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.87% | +0.22% | +15.44% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.69% | -0.17% | +17.13% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.33% | +0.03% | +7.64% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.34% | +4.98% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | +0.06% | -4.39% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | -0.12% | -2.78% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.19% | — | -2.36% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | +0.32% | +8.08% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | — | +5.91% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.09% | +0.04% | +4.51% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +4.36% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | +7.14% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | -0.77% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.12% | +9.76% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.79% | +0.16% | +23.52% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | — | -1.39% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.09% | +2.75% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.72% | +0.13% | +2.38% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.09% | +5.29% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | -0.07% | -19.90% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | +4.53% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.12% | +1.15% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | -3.18% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | +6.95% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | -0.30% | -26.14% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.55% | — | +0.18% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.52% | — | -6.47% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | +0.44% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | +1.67% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.46% | — | +22.28% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +15.52% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.44% | — | -4.86% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | — | +38.05% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | +0.64% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | -0.11% | -3.37% | |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.39% | — | +8.57% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.39% | — | +13.88% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.38% | — | -1.27% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.37% | — | -13.74% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.14% | +5.63% |