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 | 5.00% | +0.22% | +0.49% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.62% | +0.11% | -0.96% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.59% | — | +0.33% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.30% | -0.24% | +0.15% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.23% | -0.44% | -1.00% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.12% | — | -0.20% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.99% | -0.22% | -2.15% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.94% | — | -0.86% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.82% | +0.09% | +0.57% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.81% | +0.22% | -0.71% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.79% | +0.10% | +401.53% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.78% | -0.12% | +0.19% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.27% | -0.18% | -0.01% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.21% | — | +0.17% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.18% | -0.28% | +0.21% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.10% | +0.08% | +0.50% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.01% | — | +0.12% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | — | -0.93% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.78% | +0.27% | +0.66% | |
| 20 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.74% | +0.40% | +15.99% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.74% | — | -1.91% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.56% | — | -1.17% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.39% | +0.07% | -0.72% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.14% | -0.17% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.31% | — | +0.22% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.20% | — | +0.25% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | +3.83% | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.11% | — | -0.49% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.02% | +0.03% | +0.00% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | -0.07% | +4.49% | |
| 31 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.97% | -0.13% | +497.00% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.97% | — | -0.11% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.07% | -0.74% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | +1.13% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.22% | +0.42% | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.80% | -0.07% | +0.47% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | -0.13% | +1.01% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | +0.39% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | -0.15% | +0.09% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | +0.23% | +0.36% | |
| 41 | WRB | Wr Berkley CORP | 株式-金融 | 0.75% | -0.04% | -1.98% | |
| 42 | PJT | Pjt Partners INC - A | 株式-金融 | 0.72% | -0.19% | +0.00% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.71% | — | +0.39% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.68% | -0.07% | -0.89% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | -0.68% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.66% | -0.04% | +0.29% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | +2.64% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | +0.21% | +1.66% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.64% | — | -0.86% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | -0.77% |