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 | VTV | Vanguard Value ETF | ETF-その他 | 10.03% | -0.13% | +3.10% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.20% | -0.27% | +3.10% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 5.07% | +0.10% | +4.30% | |
| 4 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.34% | +0.30% | +2.84% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.07% | +0.08% | +6.27% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.72% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | — | +1.41% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.65% | -0.39% | +4.19% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.65% | — | +1.84% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | -0.09% | +2.06% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.20% | — | +4.46% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.01% | +0.06% | -0.39% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.00% | — | +4.92% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.91% | — | -0.73% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.86% | -0.08% | +2.75% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.80% | — | +1.41% | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 1.70% | +0.17% | -0.55% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.63% | — | +1.03% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.60% | -0.13% | +3.63% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.50% | — | +5.31% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.43% | — | -9.76% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.38% | +0.11% | +2.30% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -1.21% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.20% | +0.02% | +4.13% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | +0.10% | +1886.83% | |
| 26 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.19% | — | +2.08% | |
| 27 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 1.17% | -0.25% | +2.68% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | +0.17% | -0.79% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | -0.84% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.02% | -0.14% | EXIT | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.00% | — | -2.22% | |
| 32 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.00% | — | +2.32% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | -0.17% | -1.22% | |
| 34 | PGX | Invesco Preferred ETF | ETF-その他 | 0.98% | — | +2.39% | |
| 35 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.95% | — | +1.74% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | -0.79% | |
| 37 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.94% | — | +2.47% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | +0.05% | -0.80% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.84% | — | -0.88% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.82% | — | +1.59% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | — | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.73% | -0.10% | — | |
| 43 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.73% | — | +3.87% | |
| 44 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.72% | -0.76% | EXIT | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | +0.33% | -0.53% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.66% | — | +1.53% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.61% | — | -0.71% | |
| 48 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.61% | -0.43% | EXIT | |
| 49 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.59% | — | +1.09% | |
| 50 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.58% | — | +1.43% |