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% | -1.28% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.87% | +0.22% | +0.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.47% | +0.10% | +0.69% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.45% | -0.12% | -0.99% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.39% | — | -2.11% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.30% | — | +2.93% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.01% | -0.22% | +3.45% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.88% | — | -1.60% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.84% | — | -1.06% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.81% | — | -1.57% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.66% | — | +1.57% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.58% | -0.18% | +3.99% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.46% | — | -14.74% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.43% | +0.09% | -4.22% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.35% | +0.07% | +2.62% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.12% | — | -0.69% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.04% | — | -4.91% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.75% | — | +0.25% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.72% | -0.44% | +0.38% | |
| 20 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.72% | — | -0.99% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.68% | +0.22% | +1.43% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.54% | -0.28% | -0.36% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.48% | — | -4.39% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.40% | — | -0.97% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.37% | — | -1.37% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.32% | +0.03% | +0.22% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.28% | -0.07% | -0.22% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.25% | — | -0.37% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | -0.07% | -1.91% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.12% | — | -0.89% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.12% | -5.45% | |
| 32 | WRB | Wr Berkley CORP | 株式-金融 | 1.09% | -0.04% | +36.97% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.07% | — | -0.30% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.04% | — | +0.01% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.99% | — | +0.84% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -0.15% | -0.42% | |
| 37 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.89% | -0.13% | -1.67% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | +2.79% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.83% | — | -0.51% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.80% | — | +0.35% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.78% | — | +0.96% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.74% | — | +0.49% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.73% | — | -0.38% | |
| 44 | PJT | Pjt Partners INC - A | 株式-金融 | 0.68% | -0.19% | +0.00% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | -6.96% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.63% | — | -1.12% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | +0.21% | -4.62% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | -0.06% | -2.83% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | -0.24% | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.53% | -0.07% | -0.37% |