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 | 9.36% | -0.27% | +1.06% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 9.04% | -0.13% | -5.12% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.38% | — | -0.04% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.33% | — | +2.14% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.17% | — | -0.12% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.09% | +0.08% | +3.53% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.81% | +0.10% | +1.77% | |
| 8 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.78% | +0.30% | +1.38% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.58% | +0.11% | +2.10% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.48% | -0.08% | +0.09% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.45% | -0.39% | +1.89% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.43% | — | -0.03% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.41% | — | +1.83% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.20% | -0.09% | +27.30% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.18% | — | +1.43% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.95% | -0.13% | +1.14% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.88% | +0.06% | +0.33% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | — | +1.87% | |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.82% | — | +63.07% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | +0.10% | -0.25% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.61% | — | +29.12% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.50% | -0.14% | EXIT | |
| 23 | ALB | Albemarle CORP | 株式-素材 | 1.29% | +0.17% | -0.01% | |
| 24 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 1.29% | — | +3.33% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.26% | — | +0.11% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | +0.17% | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | -0.24% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.12% | +0.11% | +9.13% | |
| 29 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 1.10% | -0.25% | +0.29% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | -0.17% | +0.11% | |
| 31 | PGX | Invesco Preferred ETF | ETF-その他 | 1.07% | — | +1.96% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | -0.23% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | +0.02% | +3.08% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | +0.05% | -0.82% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | — | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.86% | — | +0.15% | |
| 37 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.85% | — | +0.74% | |
| 38 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.78% | — | +1.65% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | -0.41% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | +0.13% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | +0.33% | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | +2.01% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.67% | — | +4.06% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.66% | — | +28.90% | |
| 45 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.65% | — | +0.65% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.64% | — | -0.31% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | — | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.15% | — | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.55% | — | -0.04% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | — |