CIK: 0001711615
申告総資産額
$276.4億
上位200銘柄を表示中（全292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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 15.62% | — | +0.38% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 7.75% | — | -0.55% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.60% | — | +2.29% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.74% | — | +0.41% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.12% | — | +0.83% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.04% | — | +1.23% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.43% | — | -2.78% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.05% | — | -2.94% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.85% | — | -2.71% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.75% | — | -1.00% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.64% | — | +2.45% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.10% | — | -0.13% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.88% | — | -0.36% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.81% | — | +2.79% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.73% | — | +1.72% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.51% | — | -0.08% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.50% | — | +2.48% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.49% | — | +6.06% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.41% | — | +2.83% | |
| 20 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.38% | — | -1.05% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -0.95% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.10% | — | +3.66% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -5.81% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | -0.28% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.92% | — | -2.31% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.88% | — | +2.35% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.87% | — | +4.65% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | -1.84% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | -0.50% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.66% | — | -4.17% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.61% | — | +0.99% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +3.67% | |
| 33 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.50% | — | +4.78% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | -3.19% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.39% | — | +2.08% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.39% | — | +26.95% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | — | +9.16% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | — | -2.86% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | — | +0.84% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -1.51% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +2.95% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.25% | — | +1.01% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.24% | — | +2.07% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +3.11% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.21% | — | +8.39% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.21% | — | +6.91% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | +1.70% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | — | +1.33% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.20% | — | -1.72% | |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.19% | — | +2.91% |