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 | 4.37% | +0.22% | +6.12% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.00% | +0.11% | -0.24% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.73% | +0.07% | +5.71% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.64% | — | -1.13% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.57% | — | +2.52% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.49% | -0.12% | +2.80% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.88% | +0.22% | -2.76% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.80% | +0.10% | +0.18% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.73% | -0.22% | +2.10% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.51% | — | +2.87% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.41% | -0.18% | +0.44% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.37% | -0.44% | +0.19% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.36% | +0.09% | +8.41% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.31% | — | +4.99% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.25% | +0.08% | -0.11% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.07% | — | -0.19% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.06% | — | -1.79% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.05% | — | +0.23% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.00% | — | -1.16% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.98% | — | -0.44% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.80% | — | -0.88% | |
| 22 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.60% | — | +13.38% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.56% | — | -0.16% | |
| 24 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.25% | — | +0.45% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.21% | — | +60.19% | |
| 26 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.19% | -0.28% | +2.42% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | -0.24% | +75.93% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.14% | — | -1.79% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.13% | — | -0.41% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.10% | -0.07% | -0.13% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.08% | +0.03% | -0.61% | |
| 32 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 1.08% | — | -0.21% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.07% | — | -0.75% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.00% | — | -14.01% | |
| 35 | PJT | Pjt Partners INC - A | 株式-金融 | 0.99% | -0.19% | +25.27% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | +0.90% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | -0.15% | -4.56% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.89% | — | +3.14% | |
| 39 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.89% | -0.13% | -0.88% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | -0.07% | -0.57% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | +5.98% | |
| 42 | WRB | Wr Berkley CORP | 株式-金融 | 0.84% | -0.04% | -6.09% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.80% | — | -1.35% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | — | -8.95% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.77% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.12% | +0.66% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.69% | -0.04% | +39.67% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | -0.18% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | — | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.14% | +97.56% |