CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1632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 | 8.40% | -0.12% | +7.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.97% | +0.40% | +9.72% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.97% | +0.18% | +10.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.48% | -0.38% | -4.25% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.67% | +0.21% | +11.48% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.55% | +0.17% | +14.66% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 2.43% | -0.17% | +10.72% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.38% | +0.22% | +16.74% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.30% | +0.19% | +14.68% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.24% | +0.27% | +10.94% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.20% | — | +1.31% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.60% | -0.18% | -2.33% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.30% | +0.03% | +10.60% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.34% | -0.28% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.21% | +0.32% | +7.65% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.13% | +0.04% | +2.76% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.09% | +3.53% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.08% | +0.06% | -4.68% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.05% | — | +0.95% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | — | +3.99% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +1.42% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.01% | -0.12% | +3.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | +4.58% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.92% | — | -8.36% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.92% | +0.16% | +13.56% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.86% | -0.20% | +14.61% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.80% | — | +1.43% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -0.12% | -0.60% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.73% | +0.13% | +6.77% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.70% | -0.30% | +46.22% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | — | -3.70% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.11% | +3.14% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.62% | — | +16.38% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | -0.07% | -6.44% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +44.78% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.59% | — | +20.10% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | +6.74% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.12% | -1.76% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.51% | — | +2.34% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.09% | -15.85% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.48% | — | +16.49% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -3.71% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | — | -6.74% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | -6.57% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.40% | — | +9.10% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | -11.84% | |
| 47 | IDV | Ishares International Select | ETF-その他 | 0.39% | — | +11.17% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.36% | — | +0.98% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | +0.14% | +14.35% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | -12.61% |