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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.23% | +0.22% | +12.64% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.06% | +0.11% | -0.16% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.77% | — | +21.07% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.48% | -0.12% | +0.45% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.39% | +0.10% | +1.78% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.32% | — | +0.63% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.92% | -0.22% | -1.04% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.89% | — | +13.90% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.77% | +0.07% | +21.07% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.76% | — | -0.56% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.65% | — | -2.37% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.61% | +0.09% | +9.53% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.55% | -0.18% | +1.76% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.53% | — | -11.02% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.34% | — | -5.84% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.15% | — | -1.02% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.89% | -0.44% | +0.30% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.75% | +0.22% | +7.26% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.74% | — | +0.51% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.71% | — | -13.91% | |
| 21 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.62% | — | -1.81% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.52% | -0.28% | +0.68% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | — | +0.61% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.35% | — | -3.14% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.26% | — | -0.13% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.26% | -0.07% | — | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.23% | +0.03% | -2.55% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.20% | — | -0.07% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.12% | — | +1.71% | |
| 30 | WRB | Wr Berkley CORP | 株式-金融 | 1.12% | -0.04% | -2.57% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.08% | — | -2.58% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.00% | — | +1.94% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | -0.07% | -11.52% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | -0.15% | +0.11% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.12% | -9.35% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | +1.20% | |
| 37 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.84% | -0.13% | -2.00% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.77% | — | +0.96% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.77% | — | -0.67% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.76% | — | -22.74% | |
| 41 | PJT | Pjt Partners INC - A | 株式-金融 | 0.72% | -0.19% | +9.43% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.70% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.70% | — | +0.35% | |
| 44 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.70% | — | +0.00% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.68% | — | +206.57% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | +7.38% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.64% | +0.08% | +34.44% | |
| 48 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.62% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.06% | +0.45% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.24% | +0.75% |