CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全805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 | 9.24% | — | +4.95% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.35% | -0.39% | -0.68% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.05% | — | -2.57% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.96% | — | +1.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.39% | — | +4.07% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.03% | — | -4.43% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.95% | -0.14% | -2.71% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.75% | — | -1.95% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.56% | +0.08% | +7.12% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.48% | — | -11.98% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | — | -1.67% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.27% | — | -3.44% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | -17.17% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.31% | +5.70% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | +0.31% | -25.29% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.06% | -0.12% | -11.26% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.06% | — | -6.17% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.04% | +0.06% | +10.77% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.86% | — | -24.38% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.86% | — | -1.23% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | +1.81% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.81% | — | +6.44% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | — | +2.22% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.76% | — | -1.64% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | +0.08% | +2.89% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | -4.13% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | — | +4.85% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.64% | — | +12.71% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.62% | — | -0.84% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.61% | — | +7.49% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | -0.32% | +0.81% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +1.58% | |
| 33 | ECL | Ecolab INC | 株式-素材 | 0.55% | — | +0.73% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | +0.06% | +6.14% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -1.70% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | +0.13% | +2.22% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +5.00% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | +0.03% | +6.84% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | -0.46% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.47% | — | -9.67% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | -10.21% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | — | -0.71% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.44% | — | +2.80% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.44% | — | +11.31% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.44% | — | +14.05% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | +3.43% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -1.68% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.42% | — | -0.20% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.41% | — | -6.49% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.39% | — | -16.65% |