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 | 5.69% | — | -5.02% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.61% | +0.22% | +1.90% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.91% | +0.11% | +0.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.66% | -0.44% | +1.47% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.42% | — | -0.18% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.20% | — | +0.75% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.09% | -0.24% | +2.88% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.98% | +0.22% | +3.10% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.77% | +0.10% | +0.22% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.72% | -0.12% | +0.18% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.69% | -0.22% | +0.49% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.37% | +0.08% | -2.46% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.32% | +0.09% | +4.82% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | -0.18% | -0.04% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.12% | — | -0.39% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.05% | — | -0.02% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.98% | — | +0.15% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.96% | — | +0.55% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.92% | +0.07% | -0.94% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.73% | — | +0.44% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.55% | — | +1.67% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.14% | +0.89% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.44% | — | +100.44% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.38% | +0.27% | +0.18% | |
| 25 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.32% | — | +0.14% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | +1.04% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.05% | — | -2.37% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.97% | -0.07% | -0.10% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.97% | — | -2.39% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.97% | +0.03% | +0.18% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.89% | -0.07% | -0.81% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | +0.41% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.83% | -0.13% | -0.34% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | -0.15% | -2.85% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | — | +0.95% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.82% | — | +0.02% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.81% | — | +0.26% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.13% | +0.17% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.75% | — | +0.20% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | -0.07% | +10.06% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.69% | — | +0.60% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | +0.15% | |
| 43 | WRB | Wr Berkley CORP | 株式-金融 | 0.68% | -0.04% | +47.41% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.65% | — | +0.27% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.63% | -0.04% | +98.81% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | -0.06% | +0.15% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | — | +0.04% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.61% | -0.07% | +0.16% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.22% | +7.98% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.12% | +0.59% |