CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全273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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.81% | — | -8.99% | |
| 2 | TROW | T Rowe Price Group INC | 株式-金融 | 6.54% | — | +318.82% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 4.71% | — | +70.06% | |
| 4 | AVDE | Avantis International Equity | ETF-その他 | 4.67% | — | +92.27% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.57% | — | +53.19% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.97% | — | -3.00% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.95% | — | -5.64% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 2.76% | — | — | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.74% | — | +55.01% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.53% | — | +22.46% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.51% | — | -3.23% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.42% | — | +49.23% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.33% | — | +11.95% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.32% | — | +61.75% | |
| 15 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 2.27% | — | +39.87% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.24% | — | -2.89% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.14% | — | +51.23% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.73% | — | +3393.31% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.64% | — | +144.62% | |
| 20 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 1.63% | — | +9.94% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | -6.15% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -5.42% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.94% | — | +2164.67% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.92% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | — | -6.94% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.88% | — | — | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.87% | — | -18.93% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | -1.27% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | — | -5.84% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -6.84% | |
| 31 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -0.37% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | -4.24% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -2.63% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.54% | — | -52.75% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -1.02% | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.52% | — | -0.41% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -1.08% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -2.25% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.46% | — | -13.22% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.46% | — | -0.82% | |
| 42 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.46% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -4.74% | |
| 44 | PWR | Quanta Services INC | 株式-資本財 | 0.40% | — | -2.05% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -1.59% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.31% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +11.74% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.30% | — | -39.24% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.29% | — | -6.20% | |
| 50 | FNB | Fnb CORP | 株式-金融 | 0.27% | — | — |