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 | 5.08% | +0.22% | -0.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.99% | -0.44% | -0.07% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.96% | -0.24% | -0.33% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.47% | +0.11% | +0.30% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.37% | -0.22% | -0.21% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.96% | +0.10% | +1.24% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.91% | — | -1.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.78% | -0.12% | +0.24% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.73% | +0.09% | +0.37% | |
| 10 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.72% | -0.28% | -0.95% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.65% | — | +0.37% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.64% | — | -0.72% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.55% | +0.22% | +0.59% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.45% | -0.18% | +0.01% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.34% | +0.27% | -0.41% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.14% | — | -0.20% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.89% | — | -0.26% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.79% | +0.08% | -1.04% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.74% | — | +0.39% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.59% | — | -0.04% | |
| 21 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.56% | +0.40% | -4.43% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.14% | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.37% | — | -0.05% | |
| 24 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.18% | -0.13% | -1.10% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.17% | — | +0.30% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.16% | +0.07% | — | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.12% | — | +0.21% | |
| 28 | PJT | Pjt Partners INC - A | 株式-金融 | 1.06% | -0.19% | -5.53% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | -0.07% | -0.29% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.22% | +0.30% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.99% | -0.07% | -0.91% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | -0.13% | +0.11% | |
| 33 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.94% | — | -1.35% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.90% | +0.03% | -1.41% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | +0.13% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | -1.38% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.85% | +0.23% | +0.30% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.83% | — | -3.67% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | -0.15% | -7.13% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.80% | -0.07% | -0.12% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.78% | -0.07% | +0.46% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.75% | -0.04% | -0.79% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | +0.35% | |
| 44 | WRB | Wr Berkley CORP | 株式-金融 | 0.71% | -0.04% | -1.16% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | — | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | -0.06% | -0.08% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.06% | +0.79% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | +0.33% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | -1.32% |