CIK: 0001667074
申告総資産額
$10.5億
上位200銘柄を表示中(全218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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 9.42% | +2.38% | +4.61% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.99% | -0.35% | -3.47% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.59% | — | +13.05% | |
| 4 | IEV | Ishares Europe ETF | ETF-その他 | 3.85% | — | +13.17% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.77% | -0.55% | -6.11% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.67% | +0.33% | NEW | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.60% | — | +8.31% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.58% | — | -8.11% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.35% | +0.42% | NEW | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.22% | — | +4.47% | |
| 11 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 2.94% | -1.69% | — | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.18% | — | +16.72% | |
| 13 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.67% | — | -14.85% | |
| 14 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.65% | — | -15.91% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.45% | — | +22.40% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | — | -18.87% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.33% | — | +21.37% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.31% | -0.46% | +73.38% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.95% | — | — | |
| 20 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.94% | — | -0.19% | |
| 21 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.91% | — | -0.06% | |
| 22 | ✓ | Powershares S&p Smallcap Low | 株式-その他 | 0.86% | — | -0.13% | |
| 23 | QABA | First Trust Nasdaq Aba Cbif | ETF-テック型 | 0.83% | — | -0.07% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | — | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.78% | — | -0.28% | |
| 26 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.76% | — | -0.21% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | — | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +43.77% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.74% | — | -1.25% | |
| 30 | RXI | Ishares Global Consumer Disc | ETF-その他 | 0.71% | — | -0.08% | |
| 31 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.68% | — | +199.74% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | +0.18% | -2.28% | |
| 33 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.66% | — | -0.08% | |
| 34 | EWO | Ishares Msci Austria ETF | ETF-その他 | 0.66% | — | +0.04% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | — | +175.67% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.59% | — | +4.16% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.44% | +63.89% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | +41.84% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +33.13% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.53% | — | +168.61% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +9.15% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.48% | — | +679.72% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.45% | — | +205.77% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.45% | — | +8.24% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.43% | — | -22.56% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +53.09% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.36% | — | -4.51% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | — | +1.73% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | -0.17% | -1.66% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +49.26% |