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 | 10.58% | -0.27% | +7.02% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 9.69% | -0.13% | +6.92% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.90% | — | +6.51% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.69% | — | +5.62% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.24% | — | +11.71% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.09% | -0.08% | — | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.06% | — | +6.33% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.06% | +0.11% | +11.28% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.45% | — | +5.33% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.34% | — | +5.45% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.13% | — | +7.64% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.07% | +0.30% | +84.99% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.82% | -0.39% | +4.34% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | +0.10% | -20.57% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.55% | — | +4.92% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.48% | +0.06% | -17.97% | |
| 17 | PGX | Invesco Preferred ETF | ETF-その他 | 1.42% | — | — | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.42% | -0.13% | +5.88% | |
| 19 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 1.40% | -0.25% | +4.84% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.39% | — | -44.23% | |
| 21 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.34% | — | +13.63% | |
| 22 | NEU | Newmarket CORP | 株式-素材 | 1.19% | -0.13% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | -0.09% | -13.26% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | +0.08% | +4.19% | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.00% | +0.10% | -69.73% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | — | +0.03% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.96% | +0.09% | +4.53% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | -25.13% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | +0.05% | -22.33% | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.81% | — | +13.34% | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.80% | — | +4.64% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | -24.93% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | -46.49% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.71% | — | +92.20% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | -0.17% | -27.76% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | +0.17% | -26.71% | |
| 37 | ALB | Albemarle CORP | 株式-素材 | 0.65% | +0.17% | +0.19% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | -23.09% | |
| 39 | MCO | Moody's CORP | 株式-金融 | 0.58% | +0.08% | -28.05% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +6.93% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | +0.02% | +42.99% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.45% | — | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | -27.13% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.44% | — | -20.05% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.42% | — | -28.49% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -31.18% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.41% | +0.30% | -29.01% | |
| 49 | D | Dominion Energy INC | 株式-公益事業 | 0.41% | — | — | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.15% | -22.84% |