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 | 4.38% | +0.22% | -0.62% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.06% | +0.11% | +1.33% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.02% | — | +1.35% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.36% | +0.07% | +0.97% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.33% | -0.12% | +0.47% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.19% | — | +0.34% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.92% | +0.10% | +0.87% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.85% | -0.44% | +0.14% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.77% | -0.22% | +1.25% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.64% | — | +0.54% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.50% | +0.22% | -0.50% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.48% | -0.18% | +1.25% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.33% | +0.09% | +0.02% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.16% | — | +1.37% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.05% | — | +1.38% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.01% | — | +0.57% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.96% | — | +1.07% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.96% | +0.08% | -0.48% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.78% | — | -0.53% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.75% | — | +0.32% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.69% | -0.24% | +34.25% | |
| 22 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.69% | — | +1.38% | |
| 23 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.52% | — | +0.89% | |
| 24 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.40% | -0.28% | +0.23% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.35% | — | +0.53% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | +0.55% | |
| 27 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.29% | — | +0.40% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.18% | — | +0.45% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.14% | +0.03% | +0.46% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.12% | — | +0.57% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.05% | -0.07% | +1.42% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | +1.16% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.14% | +29.02% | |
| 34 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.98% | -0.13% | +0.29% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -0.15% | +0.52% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | — | +1.04% | |
| 37 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.94% | — | +0.49% | |
| 38 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.94% | — | +0.02% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.88% | — | +0.44% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | -5.90% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | -1.30% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | -0.07% | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +0.76% | |
| 44 | WRB | Wr Berkley CORP | 株式-金融 | 0.77% | -0.04% | — | |
| 45 | PJT | Pjt Partners INC - A | 株式-金融 | 0.76% | -0.19% | -22.16% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.71% | — | +0.81% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.70% | -0.04% | +0.41% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | +0.94% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +0.63% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | +0.27% | +2.74% |