CIK: 0001599620
申告総資産額
$7.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 9.52% | -0.27% | +1.99% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 9.12% | -0.13% | +1.96% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.28% | — | -8.87% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.38% | — | +0.16% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.14% | — | -0.36% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.53% | — | +0.08% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.51% | +0.10% | +23.19% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | +0.10% | -0.47% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.51% | — | +14.18% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.23% | — | +6.16% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.15% | — | +0.37% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.96% | +0.30% | +0.57% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.91% | — | +0.81% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.69% | +0.06% | -0.35% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | — | +0.03% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.48% | — | +2.10% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.46% | -0.39% | +8.21% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.41% | -0.13% | +4.77% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.33% | — | +0.68% | |
| 20 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.22% | — | +0.79% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | +0.47% | |
| 22 | NEU | Newmarket CORP | 株式-素材 | 1.19% | -0.13% | +0.01% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.13% | — | +12.75% | |
| 24 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 1.09% | -0.43% | EXIT | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.09% | — | +0.60% | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.08% | — | +0.40% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | -0.17% | +0.71% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.04% | — | +0.65% | |
| 29 | ALB | Albemarle CORP | 株式-素材 | 1.04% | +0.17% | — | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | +0.05% | -0.44% | |
| 31 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.98% | — | -0.06% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | -0.09% | +5.09% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.17% | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.94% | — | +0.36% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | +0.11% | +1.32% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +0.54% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | — | +0.26% | |
| 38 | ✓ | 株式-その他 | 0.77% | — | — | ||
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.69% | — | +0.78% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.63% | — | — | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.63% | — | +0.04% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.62% | — | +0.73% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | -0.93% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.58% | — | +0.09% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +0.38% | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.58% | +0.08% | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +0.03% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | — | +0.05% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | +0.06% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.51% | — | +0.84% |