CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全446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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.91% | — | +85.17% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.76% | -0.39% | +7.67% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.99% | — | -1.13% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.14% | — | -6.02% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.57% | — | +13.27% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.32% | -0.14% | -2.44% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.79% | — | +1.81% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.67% | — | -2.87% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.29% | — | -0.10% | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.29% | — | +2.78% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.09% | +0.08% | +9.77% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | -0.12% | -3.64% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | — | +555.36% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.77% | — | +2.27% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.60% | — | -4.27% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | — | -63.88% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.12% | — | -25.78% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.07% | +0.06% | +26.82% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.98% | — | +0.94% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.96% | — | -2.01% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | +12.39% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | +0.08% | +107.24% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.31% | +12.57% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | +0.31% | +2.15% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.86% | — | -8.95% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | +0.33% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.83% | — | +12.91% | |
| 28 | DFSD | Dimensional Short Duration | ETF-その他 | 0.73% | — | -21.45% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.69% | — | +63.43% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.68% | — | -5.62% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +2.85% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | — | +9.48% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.57% | — | +15.84% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.53% | — | -1.54% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +7.73% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +20.08% | |
| 37 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.46% | — | -0.55% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.05% | +45.87% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +282.40% | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.45% | — | +1.17% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.44% | — | -2.80% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.44% | — | -5.00% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -3.47% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | -2.51% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | +0.13% | -2.28% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.40% | — | -4.57% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.40% | — | -3.82% | |
| 48 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.39% | — | -0.77% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.38% | — | +0.91% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | +6.00% |