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 | 5.12% | +0.22% | +2.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.07% | -0.44% | -0.40% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.52% | +0.11% | -0.38% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.49% | -0.24% | +1.02% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.41% | — | -1.16% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.13% | -0.22% | +0.88% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.92% | — | -1.78% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.84% | +0.09% | +0.05% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.75% | +0.10% | +3.32% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.74% | +0.22% | +0.90% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.74% | -0.12% | -1.76% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.72% | — | -1.52% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.36% | -0.28% | +0.02% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.23% | -0.18% | -1.59% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.16% | — | +0.35% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.10% | +0.08% | +0.71% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.04% | +0.27% | +8.81% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.97% | — | +0.67% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.81% | — | -1.36% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.70% | — | -0.04% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.47% | — | -1.44% | |
| 22 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.46% | +0.40% | +1.34% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.37% | +0.07% | -1.01% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.14% | +2.27% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.21% | — | -5.39% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.18% | — | -0.22% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.14% | — | -3.09% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | -2.28% | |
| 29 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.00% | -0.13% | -0.33% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.95% | +0.03% | -1.10% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.95% | — | -0.11% | |
| 32 | PJT | Pjt Partners INC - A | 株式-金融 | 0.95% | -0.19% | -0.28% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.90% | -0.07% | +3.40% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.22% | +5.97% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | -0.07% | +2.97% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.13% | -1.12% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | -2.84% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | -0.15% | -3.19% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.79% | -0.07% | -0.56% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.75% | — | -3.76% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.23% | -2.88% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | — | -0.56% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.69% | -0.07% | -1.81% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | -0.04% | +0.34% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | -1.51% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.65% | — | -0.01% | |
| 47 | WRB | Wr Berkley CORP | 株式-金融 | 0.64% | -0.04% | +43.35% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.63% | — | -1.23% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +0.39% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.62% | — | +0.52% |