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 | 4.58% | +0.22% | -0.90% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.06% | — | +3.75% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.87% | +0.11% | -1.16% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.62% | — | +58.27% | |
| 5 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 3.02% | — | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.88% | +0.10% | -1.55% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.85% | -0.12% | -0.02% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.80% | -0.44% | +2.70% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.79% | +0.08% | +36.80% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.68% | — | +7.87% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.53% | -0.24% | +26.09% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.43% | -0.22% | -0.19% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.42% | +0.22% | +26.77% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.26% | — | -0.69% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.25% | -0.18% | +0.12% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.23% | +0.07% | -7.81% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.21% | +0.09% | -0.80% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.18% | — | -0.98% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.13% | — | -0.17% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.75% | — | -0.23% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.60% | — | +24.50% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.57% | -0.28% | -0.10% | |
| 23 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.37% | — | -0.56% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.14% | +15.20% | |
| 25 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.31% | — | -1.03% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +4.41% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.21% | — | -0.43% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.10% | — | -1.05% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.10% | +0.03% | -0.32% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.03% | -0.07% | -0.93% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.02% | — | — | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.02% | — | +11.84% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.97% | -0.07% | +20.25% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.94% | -0.07% | -0.23% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | +0.27% | +48.20% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | -0.22% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | -2.26% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.86% | -0.13% | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | -0.15% | -0.65% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.82% | — | -4.73% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.79% | — | — | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.77% | — | -0.77% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +0.01% | |
| 44 | WRB | Wr Berkley CORP | 株式-金融 | 0.67% | -0.04% | -1.59% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | +0.69% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.65% | -0.04% | +0.69% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | +0.57% | |
| 49 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.61% | — | -1.47% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | -0.13% | +162.67% |