CIK: 0001483232
申告総資産額
$23.3億
上位200銘柄を表示中（全313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 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 11.93% | — | +0.27% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.94% | — | +6.25% | |
| 3 | ORCL | Oracle CORP | 株式-IT | 6.36% | — | -0.01% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.00% | — | +1.94% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.81% | — | -0.97% | |
| 6 | PCAR | Paccar INC | 株式-資本財 | 4.53% | — | — | |
| 7 | EMLP | First Trust North American E | ETF-その他 | 4.28% | — | -4.35% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.36% | — | -0.22% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.19% | — | +1.53% | |
| 10 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.91% | — | -5.59% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.41% | — | -8.10% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.40% | — | +291.36% | |
| 13 | PLD | Prologis INC | 株式-不動産 | 1.38% | — | -10.93% | |
| 14 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.03% | — | +38.93% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | -10.55% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | -0.62% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | -5.11% | |
| 18 | TRP | Tc Energy CORP | 株式-エネルギー | 0.95% | — | -25.04% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.93% | — | -3.39% | |
| 20 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 0.90% | — | +8.54% | |
| 21 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.88% | — | -12.10% | |
| 22 | WEP | Magellan Midstream Partners | 株式-その他 | 0.86% | — | +37.07% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | +691.66% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.80% | — | +187.04% | |
| 25 | TCP | Tc Pipelines LP | 株式-その他 | 0.75% | — | -19.41% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -9.03% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | +935.95% | |
| 28 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.63% | — | +5.26% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | +12.02% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | -3.11% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | — | -19.29% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | +0.99% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +1.78% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.50% | — | +10.15% | |
| 35 | RLMD | Relmada Therapeutics INC | 株式-その他 | 0.49% | — | -4.51% | |
| 36 | SRE | Sempra | 株式-公益事業 | 0.46% | — | -5.52% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.44% | — | -48.26% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.43% | — | — | |
| 39 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.43% | — | — | |
| 40 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.42% | — | +4.56% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | +75.12% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | +0.91% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | — | -0.45% | |
| 44 | PWR | Quanta Services INC | 株式-資本財 | 0.34% | — | -3.12% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.34% | — | -40.48% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | +0.22% | |
| 47 | IDA | Idacorp INC | 株式-公益事業 | 0.32% | — | +11.86% | |
| 48 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.31% | — | +0.07% | |
| 49 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.31% | — | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.30% | — | +1.28% |