CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全406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 | VUG | Vanguard Growth ETF | ETF-その他 | 6.41% | -0.39% | +2.98% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 6.38% | — | +390.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.17% | — | +19.95% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.63% | — | -4.26% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.55% | -0.14% | -1.61% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.49% | — | -2.12% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.35% | — | +5.36% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.87% | — | +2.70% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.84% | — | -3.67% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.40% | — | -0.05% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.29% | — | +436.88% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.09% | -0.12% | -2.28% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.92% | +0.08% | +9.13% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.80% | — | +13.38% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | — | -10.42% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.76% | — | -21.05% | |
| 17 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.63% | — | -5.69% | |
| 18 | DFSD | Dimensional Short Duration | ETF-その他 | 1.06% | — | +2.00% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.02% | — | -0.84% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.01% | — | +3.35% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.95% | — | -6.38% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.89% | +0.06% | +22.66% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | — | -5.58% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | +0.31% | +8.68% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | +2.09% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.81% | — | -12.38% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.81% | — | -20.47% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.31% | +38.65% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | +429.24% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.59% | — | -6.32% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.57% | — | +31.67% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +0.10% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | -10.49% | |
| 34 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.54% | — | +58.74% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -4.68% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.50% | — | -2.58% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -6.03% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | +10.46% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.46% | — | -12.20% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | +0.08% | +29.80% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.46% | — | +0.89% | |
| 42 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.45% | — | +0.00% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | — | -1.99% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.44% | — | +3.22% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | +0.13% | -11.30% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.41% | — | +0.47% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.41% | — | -2.96% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +39.11% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.38% | +0.07% | +161.90% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | +0.54% |