CIK: 0001511550
申告総資産額
$6.2億
| # | 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 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.34% | +0.11% | -1.14% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.07% | — | -1.48% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.81% | — | -1.02% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.80% | +0.22% | +10.05% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.27% | +0.10% | +1.54% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.22% | -0.12% | -3.82% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 3.19% | — | -11.95% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.17% | — | -0.49% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.96% | — | -1.86% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.94% | — | -0.09% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.62% | — | -0.26% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.32% | — | -1.58% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.28% | — | -3.36% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.10% | -0.18% | +0.18% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.08% | -0.22% | +8.31% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.07% | +0.09% | +4.60% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.06% | — | -3.47% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.77% | — | +21.35% | |
| 19 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.69% | — | +2.45% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.58% | — | -1.28% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.51% | — | -1.11% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.47% | — | -0.57% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.38% | -0.07% | -2.12% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.38% | +0.03% | -2.39% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | -2.24% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.31% | -0.44% | +0.44% | |
| 27 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.25% | -0.28% | +0.09% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.12% | -5.78% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.23% | — | -0.66% | |
| 30 | WRB | Wr Berkley CORP | 株式-金融 | 1.17% | -0.04% | -7.46% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.15% | +0.07% | +45.75% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.11% | +0.22% | +11.27% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.01% | — | -0.87% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.96% | — | +4.40% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.93% | +0.08% | +1.17% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.07% | -2.90% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.90% | — | -3.29% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.89% | — | +4.55% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | -0.15% | — | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.85% | — | +41.75% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.85% | — | +0.13% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.84% | — | +8.00% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | -2.73% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.78% | +0.06% | -0.43% | |
| 45 | PJT | Pjt Partners INC - A | 株式-金融 | 0.77% | -0.19% | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.77% | — | +0.24% | |
| 47 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.74% | +0.40% | — | |
| 48 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.71% | -0.13% | -0.68% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.65% | — | +5.77% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.21% | +11.81% |