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 | 5.22% | +0.11% | +0.32% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.34% | +0.22% | +6.85% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.73% | — | +0.44% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.45% | — | -0.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.37% | +0.10% | +1.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.21% | -0.12% | -0.02% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.99% | — | +0.62% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.92% | — | -0.07% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.89% | — | +10.20% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.79% | — | +0.25% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.71% | — | -1.04% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | -0.22% | +3.42% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.31% | +0.09% | +4.69% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.22% | — | +9.37% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | -0.18% | +3.72% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.11% | +0.07% | +25.00% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.07% | — | +0.32% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.06% | — | -1.12% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.76% | — | +0.34% | |
| 20 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.73% | — | +0.97% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.58% | — | -0.22% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.55% | +0.22% | +12.00% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.55% | — | +12.51% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.51% | — | +0.19% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.44% | -0.44% | +0.28% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.36% | +0.03% | -0.18% | |
| 27 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.35% | -0.28% | +1.43% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.33% | — | -0.07% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.27% | -0.07% | -1.25% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.26% | — | +3.74% | |
| 31 | WRB | Wr Berkley CORP | 株式-金融 | 1.08% | -0.04% | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.12% | +0.62% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.03% | — | -0.89% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.01% | — | +3.27% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.98% | — | +3.46% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | +5.71% | |
| 37 | PJT | Pjt Partners INC - A | 株式-金融 | 0.89% | -0.19% | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.87% | -0.15% | -1.32% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.85% | — | +0.06% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -0.20% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | -0.07% | +11.65% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.83% | — | +0.34% | |
| 43 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.78% | -0.13% | -1.27% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | +0.40% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.73% | — | +4.06% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.73% | — | +1.53% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.70% | +0.08% | +10.77% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.67% | +0.21% | +4.72% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | -0.06% | -1.02% | |
| 50 | IGE | Ishares North American Natur | ETF-その他 | 0.54% | +0.05% | +0.42% |