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 | 5.27% | +0.11% | +0.81% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.08% | +0.22% | +6.46% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.96% | — | +0.11% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.69% | — | -0.37% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.29% | +0.10% | +1.00% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.19% | -0.12% | -0.10% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.04% | — | +0.44% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.02% | — | -4.28% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.91% | — | -1.37% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.81% | — | -5.90% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.68% | — | +0.49% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.22% | — | -0.96% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.21% | -0.22% | +5.22% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.17% | — | -3.78% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.15% | +0.09% | +4.25% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.11% | -0.18% | -0.35% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.96% | — | -1.79% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.94% | — | +8.63% | |
| 19 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.70% | — | -1.45% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.54% | — | +0.42% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.52% | — | -1.46% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.52% | +0.07% | +32.98% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.49% | — | -4.07% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.36% | -0.44% | +0.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | -1.57% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.35% | -0.07% | -1.87% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.35% | +0.03% | -2.02% | |
| 28 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.29% | -0.28% | -1.63% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.21% | +0.22% | +11.54% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.15% | — | +38.87% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.12% | -3.03% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.07% | — | -11.16% | |
| 33 | WRB | Wr Berkley CORP | 株式-金融 | 1.07% | -0.04% | -2.52% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.00% | — | +1.75% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.98% | — | +2.48% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.96% | +0.08% | +6.00% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | — | +2.02% | |
| 38 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.92% | — | +0.05% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.90% | — | -1.53% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.89% | — | +8.72% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.15% | -2.68% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +0.19% | |
| 43 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.83% | +0.40% | +22.31% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.80% | +0.06% | -0.50% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.76% | — | -0.64% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | -0.07% | -8.89% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.72% | -0.13% | -3.76% | |
| 48 | PJT | Pjt Partners INC - A | 株式-金融 | 0.72% | -0.19% | +0.00% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.70% | +0.21% | +8.63% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.67% | — | +4.45% |