CIK: 0001711615
申告総資産額
$276.4億
上位200銘柄を表示中（全367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 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 11.26% | — | +2.40% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 10.10% | — | +1.73% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.68% | — | +4.11% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.06% | — | +3.40% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.01% | — | +3.75% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.28% | — | -2.46% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.66% | — | +3.26% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.59% | — | +2.60% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.16% | — | +7.74% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.76% | — | +3.33% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.52% | — | +11.09% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | — | +3.84% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.99% | — | +2.69% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.82% | — | +4.70% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.69% | — | +4.00% | |
| 16 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.56% | — | +0.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.53% | — | +18.89% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.53% | — | +1.14% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | — | -0.25% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.47% | — | +1.35% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | — | +0.05% | |
| 22 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.15% | — | -9.29% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | — | -2.64% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.06% | — | -0.26% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | +8.23% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.92% | — | +1.93% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | +36.98% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | +13.13% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | — | +7.44% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.58% | — | -1.04% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -24.57% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.45% | — | +5.15% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.45% | — | +42.13% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -14.33% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.37% | — | +2.25% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +1.55% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | — | +131.77% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.34% | — | +20.77% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +0.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +0.10% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | +1.37% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.28% | — | +1.33% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.25% | — | +3.98% | |
| 44 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.23% | — | -12.45% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +1.15% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | -0.79% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.21% | — | +7.65% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -6.45% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.20% | — | +6.54% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | -7.25% |