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 | 4.88% | +0.22% | +1.05% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.19% | — | -0.33% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.81% | -0.44% | -0.33% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.60% | +0.11% | -0.20% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.25% | +0.22% | +3.12% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.18% | -0.24% | -0.22% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.06% | — | -0.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.94% | -0.22% | +1.35% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.91% | — | -1.74% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.79% | -0.12% | +1.33% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.79% | +0.09% | +3.03% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.71% | +0.10% | -0.30% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.40% | +0.08% | +0.15% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.19% | -0.18% | -0.15% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.05% | — | +9.42% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.99% | — | -0.45% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.84% | — | -0.45% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.81% | — | -0.38% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.80% | — | +0.11% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.74% | -0.28% | +2.39% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.70% | +0.07% | -0.25% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.55% | +0.27% | +15.88% | |
| 23 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.34% | +0.40% | +4.33% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.30% | — | -0.46% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.26% | — | -0.53% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.21% | — | -1.49% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.14% | +0.06% | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.13% | — | -0.80% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.95% | — | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.95% | +0.03% | -0.24% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.07% | -0.54% | |
| 32 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.85% | -0.13% | -0.50% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.84% | — | +4.32% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.82% | -0.07% | +0.15% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | -0.16% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.75% | — | +1.59% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | +0.67% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | -0.15% | -5.83% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | -0.13% | +1.65% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.72% | — | -1.12% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | — | +0.20% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.22% | +5.80% | |
| 43 | PJT | Pjt Partners INC - A | 株式-金融 | 0.71% | -0.19% | +0.01% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | — | -1.48% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.68% | +0.21% | +2.93% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | -0.07% | +5.22% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | +0.61% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.23% | +0.68% | |
| 49 | WRB | Wr Berkley CORP | 株式-金融 | 0.65% | -0.04% | +0.18% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | -0.07% | -0.01% |