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 | 5.02% | +0.22% | +2.16% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.48% | — | -7.04% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.91% | +0.11% | +1.07% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.35% | +0.22% | +1.84% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.10% | — | +0.18% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.09% | -0.44% | -0.31% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.08% | — | +0.41% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.90% | -0.12% | +0.60% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.89% | +0.09% | +3.09% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.80% | +0.10% | +0.74% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.73% | -0.22% | +3.06% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.57% | +0.08% | -1.15% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.54% | -0.24% | -2.98% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.17% | — | +1.15% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.11% | -0.18% | +0.08% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.04% | — | -0.42% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.00% | — | +0.83% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.86% | — | -0.11% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.80% | — | +1.18% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.77% | +0.07% | -7.85% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.47% | -0.28% | -0.25% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | — | +1.01% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.40% | — | +0.24% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.34% | — | +0.86% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.33% | +0.27% | -0.76% | |
| 26 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.31% | — | +0.03% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.01% | — | +0.69% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.96% | +0.03% | +0.64% | |
| 29 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.88% | +0.40% | — | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.07% | -0.31% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.87% | -0.07% | -6.32% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | +1.06% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.85% | — | -4.96% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.14% | -4.67% | |
| 35 | WRB | Wr Berkley CORP | 株式-金融 | 0.81% | -0.04% | -0.88% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | -3.20% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.80% | — | -10.26% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | +0.28% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | — | +8.84% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.75% | — | +0.70% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.15% | +0.47% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | -5.05% | |
| 43 | PJT | Pjt Partners INC - A | 株式-金融 | 0.70% | -0.19% | +0.01% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +0.92% | |
| 45 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.67% | -0.13% | +0.17% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.12% | +0.59% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | -0.07% | +13.34% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | -0.13% | +0.01% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | +0.93% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.21% | +0.16% |