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 | 5.14% | +0.22% | +0.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.21% | -0.44% | -0.17% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.00% | -0.24% | +0.03% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.47% | +0.11% | +0.16% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.41% | -0.22% | -0.03% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.15% | +0.10% | +6.41% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.90% | — | -0.67% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.78% | -0.12% | -0.57% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.76% | +0.09% | +0.65% | |
| 10 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.69% | -0.28% | +94.15% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.56% | — | -3.62% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.47% | — | -4.98% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.46% | -0.18% | -0.53% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.44% | +0.22% | -1.28% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.40% | +0.27% | +5.27% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.16% | — | +0.53% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.91% | — | +0.51% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.77% | — | +0.28% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.62% | +0.08% | -8.24% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.62% | — | -0.27% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | -0.14% | — | |
| 22 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.48% | +0.40% | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.35% | — | +0.95% | |
| 24 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.19% | -0.13% | -0.27% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.18% | +0.07% | +1.25% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.13% | — | -4.10% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.12% | — | -0.35% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.01% | +0.23% | +0.21% | |
| 29 | PJT | Pjt Partners INC - A | 株式-金融 | 0.98% | -0.19% | +0.00% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.97% | -0.22% | +1.51% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -0.13% | -0.31% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | -0.07% | -9.67% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.93% | -0.07% | +0.17% | |
| 34 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.90% | — | +0.55% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.90% | +0.03% | +0.19% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | +0.62% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | -0.15% | -1.46% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.06% | +0.96% | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.82% | — | -0.43% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.81% | -0.07% | +1.31% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -9.62% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.79% | -0.07% | +0.08% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +0.46% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.74% | -0.04% | -2.89% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | — | +1.16% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | +1.27% | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | -0.06% | -1.58% | |
| 48 | WRB | Wr Berkley CORP | 株式-金融 | 0.63% | -0.04% | -1.54% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.61% | — | +0.31% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.12% | +0.57% |