CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全361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 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 6.73% | — | -2.85% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.50% | -0.39% | -0.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.37% | — | +14.56% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.14% | — | -0.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.78% | — | -3.07% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.77% | -0.14% | -3.06% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.34% | — | +23.71% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.13% | — | -5.19% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.97% | — | +23.57% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.50% | — | -1.99% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.23% | — | -19.92% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.23% | — | -2.02% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.23% | -0.12% | -2.74% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 2.08% | — | -4.33% | |
| 15 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.81% | — | -5.95% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.81% | — | +20.10% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.76% | +0.08% | +49.47% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.09% | — | -6.53% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.07% | — | -5.87% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.07% | — | +0.43% | |
| 21 | DFSD | Dimensional Short Duration | ETF-その他 | 1.05% | — | — | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.01% | — | — | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.98% | — | -2.05% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.95% | — | -13.79% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +47.34% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | +0.31% | +14.05% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.74% | +0.06% | +183.44% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.66% | — | -1.38% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.63% | — | +76.46% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.31% | +9.77% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | +77.81% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +12.65% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | — | +1.21% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.53% | — | -2.05% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.52% | — | -3.24% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | +0.13% | -3.04% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.48% | — | -0.78% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | +1890.09% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.45% | — | — | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | -1.65% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | -0.37% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | -5.64% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.44% | — | +95.16% | |
| 44 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.43% | — | +0.46% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.41% | — | -0.44% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | -3.70% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.38% | — | +45.13% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +65.64% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.37% | — | +4.64% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | +0.08% | +3168.45% |