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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.85% | — | -8.61% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.32% | +0.22% | -0.67% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.75% | +0.11% | -0.52% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.66% | — | -1.53% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.45% | -0.44% | -2.89% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.16% | — | -2.01% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.10% | -0.24% | -0.44% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.82% | +0.22% | +6.35% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.74% | +0.10% | -0.63% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.70% | -0.12% | -4.87% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.65% | -0.22% | +3.03% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.44% | +0.08% | -1.76% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | -0.18% | -3.40% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.09% | +0.09% | -2.89% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.02% | — | +0.34% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.00% | — | +0.23% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.00% | -0.28% | -0.65% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.95% | — | -2.75% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.94% | +0.07% | -2.03% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.90% | — | -1.71% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | -0.58% | |
| 22 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.53% | — | -0.13% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.46% | — | -0.91% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.14% | -0.33% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | +0.27% | +4.28% | |
| 26 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.32% | — | +0.51% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.13% | — | -5.78% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.12% | — | -0.89% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.05% | -0.07% | -2.10% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.00% | +0.03% | -2.82% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.00% | — | +0.30% | |
| 32 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.88% | -0.13% | -1.86% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | -0.15% | -7.80% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.84% | -0.07% | -4.40% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.83% | — | +0.42% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | — | +0.65% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.81% | — | -0.33% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.81% | — | -0.53% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | -0.13% | -4.22% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | — | +0.99% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | -0.07% | +7.93% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | +1.10% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.65% | — | -0.03% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.65% | — | +0.14% | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | -0.06% | -3.43% | |
| 46 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 0.63% | — | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.63% | -0.04% | -0.06% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | -0.07% | -0.67% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | — | +0.20% | |
| 50 | PJT | Pjt Partners INC - A | 株式-金融 | 0.59% | -0.19% | — |