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 | 4.83% | +0.22% | +2.38% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.93% | -0.44% | +0.03% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.60% | -0.24% | +1.89% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.57% | — | +0.29% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.44% | +0.11% | -0.74% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.13% | -0.22% | +1.53% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.96% | — | -0.32% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.80% | +0.22% | +0.80% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.76% | — | -1.16% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.73% | -0.12% | -0.90% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.71% | +0.09% | +0.24% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.66% | +0.10% | -0.03% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.30% | -0.28% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.28% | -0.18% | -1.66% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.12% | +0.08% | +2.39% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.11% | — | +0.86% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.91% | — | -0.46% | |
| 18 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.84% | +0.40% | +2.12% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.83% | +0.27% | +7.45% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.80% | — | +0.44% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.63% | — | -0.31% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.53% | — | -0.35% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.14% | +1.92% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.33% | +0.07% | -1.17% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.25% | — | -0.58% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | +7.45% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.14% | — | -0.09% | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.09% | — | -0.54% | |
| 29 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.05% | -0.13% | -0.06% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.98% | +0.03% | +0.09% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.22% | +9.08% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.93% | — | -1.06% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.07% | +12.31% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | -0.13% | +2.86% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.87% | -0.07% | +2.81% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.15% | +0.08% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | +1.69% | |
| 38 | PJT | Pjt Partners INC - A | 株式-金融 | 0.82% | -0.19% | +0.00% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.78% | -0.07% | +0.21% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +0.19% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.74% | -0.07% | -0.72% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.69% | -0.04% | +0.71% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.23% | +0.57% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | +1.04% | |
| 45 | WRB | Wr Berkley CORP | 株式-金融 | 0.66% | -0.04% | -0.14% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | -0.06% | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | -5.66% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | -1.62% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.21% | +2.09% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | -0.66% |