CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全802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 | 8.86% | — | +10.69% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.53% | -0.39% | +4.63% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.10% | — | -5.05% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.85% | — | +3.32% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.20% | — | +30.58% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.03% | — | -6.40% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.02% | -0.14% | -4.19% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.74% | — | +9.20% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.69% | — | -0.19% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.51% | — | +0.53% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | +0.31% | +19.33% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.44% | +0.08% | +19.81% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.32% | — | -6.34% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.30% | — | +16.26% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.31% | +59.55% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.24% | -0.12% | -2.52% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.14% | — | -0.55% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.10% | — | -6.06% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.95% | +0.06% | +22.21% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | -0.16% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | — | +5.05% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | — | +1.89% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.78% | — | +36.98% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.77% | — | +5.25% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | +37.28% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | +0.08% | +4.13% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | +13.65% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.67% | — | +1371.94% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.61% | — | +69.95% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | -0.32% | +961.95% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | +13.27% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +4.36% | |
| 33 | ECL | Ecolab INC | 株式-素材 | 0.54% | — | +0.08% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.53% | — | -1.59% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.06% | +34.54% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.53% | — | -0.44% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | +0.03% | +144.36% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +20.28% | |
| 39 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.50% | — | +4.31% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | +0.13% | +0.17% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +50.80% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | — | +7.12% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.46% | — | +5.15% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.45% | — | +12.23% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -0.67% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | +11.27% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.41% | — | +63.08% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.39% | — | -4.32% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +21.03% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.13% | +69.44% |