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 | 4.98% | +0.22% | -0.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.90% | -0.44% | -0.03% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.82% | — | -2.60% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.62% | +0.11% | -0.85% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.25% | -0.24% | -1.90% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.09% | — | -1.64% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.03% | +0.22% | -1.15% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.96% | -0.22% | -0.64% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.93% | — | -0.73% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.79% | +0.09% | -0.86% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.76% | -0.12% | -0.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.71% | +0.10% | -1.21% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.26% | +0.08% | -2.18% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | -0.18% | -0.79% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.20% | — | +4.39% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.07% | — | +0.83% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.95% | -0.28% | +0.50% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.90% | — | -0.41% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | — | +0.67% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.75% | +0.27% | +10.83% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.68% | — | -3.02% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.46% | +0.07% | -11.20% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.34% | — | -0.83% | |
| 24 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.33% | +0.40% | — | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.25% | — | -0.94% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.14% | -3.25% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.21% | — | +0.92% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | +1.25% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.99% | — | -0.44% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.95% | +0.03% | +0.06% | |
| 31 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.90% | -0.13% | -0.13% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.07% | -3.02% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | -3.35% | |
| 34 | PJT | Pjt Partners INC - A | 株式-金融 | 0.83% | -0.19% | +0.01% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.79% | -0.07% | -5.63% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | — | -0.51% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.22% | -0.75% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | -3.20% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | -0.07% | +12.16% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | -0.13% | +1.59% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | -0.15% | -0.08% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | — | -0.47% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.68% | -0.07% | +0.29% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.67% | — | -4.01% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +0.39% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.65% | — | -0.13% | |
| 47 | WRB | Wr Berkley CORP | 株式-金融 | 0.65% | -0.04% | -1.54% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.23% | +0.45% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | -0.04% | +0.38% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.64% | — | -6.83% |