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 | 5.20% | +0.22% | +1.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.43% | -0.44% | -0.44% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.70% | -0.24% | -0.18% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.49% | +0.11% | -0.33% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.25% | -0.22% | +0.11% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.09% | — | -0.44% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.93% | — | -14.05% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.79% | +0.10% | -0.19% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.76% | — | +199.27% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.76% | +0.09% | -0.99% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.75% | -0.12% | +0.22% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.63% | +0.22% | +95.86% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.46% | -0.28% | +0.09% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | -0.18% | -0.26% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.21% | — | -0.50% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.14% | +0.27% | +3.06% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.02% | — | +0.14% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.87% | +0.08% | -8.15% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.76% | — | -1.37% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.73% | — | -0.71% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.14% | +0.59% | |
| 22 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.44% | +0.40% | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | — | -0.95% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.24% | — | +101.06% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.19% | — | +0.58% | |
| 26 | PJT | Pjt Partners INC - A | 株式-金融 | 1.08% | -0.19% | -4.94% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | -0.07% | +6.55% | |
| 28 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.07% | -0.13% | -1.64% | |
| 29 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.05% | — | -0.58% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.04% | +0.07% | -18.96% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +0.15% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.95% | +0.03% | -0.27% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.95% | -0.07% | -0.08% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | -0.13% | -0.19% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.91% | — | -3.28% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.22% | +0.24% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | +4.30% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.15% | -1.95% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.78% | -0.07% | +0.57% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.73% | — | -2.40% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.72% | -0.07% | -2.94% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.72% | -0.04% | +202.96% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.23% | +0.30% | |
| 44 | WRB | Wr Berkley CORP | 株式-金融 | 0.67% | -0.04% | +0.13% | |
| 45 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.64% | — | +4.36% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.63% | — | -1.29% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -3.97% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | -0.20% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | — | -2.39% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | — | -0.32% |