CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全380銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 44.51% | +9.26% | +9.48% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 13.24% | -0.09% | +6.01% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.81% | -0.17% | +43.02% | |
| 4 | IGOV | Ishares International Treasu | ETF-その他 | 1.95% | -0.09% | -39.73% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.95% | — | +19.30% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | — | +73.32% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 1.45% | — | +2.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | — | +2.67% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +3.35% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.74% | — | -7.68% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.71% | -0.22% | -4.98% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.42% | -9.05% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.55% | — | +5.00% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.51% | -0.06% | -7.29% | |
| 15 | INDA | Ishares Msci India ETF | ETF-その他 | 0.44% | -0.09% | +74.46% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.06% | +7.38% | |
| 17 | ✓ | Powershares | 株式-その他 | 0.38% | — | +1.50% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.37% | — | -1.86% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.10% | +12.22% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.37% | -0.06% | +7.18% | |
| 21 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.34% | — | +61.72% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | -0.34% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.32% | — | +13.33% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | -0.10% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | -0.71% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | +20.56% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +1.72% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.28% | — | +2.89% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.28% | -0.14% | -4.20% | |
| 30 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.27% | -0.07% | +4.62% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +1.91% | |
| 32 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.26% | — | -3.53% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.26% | -0.11% | -6.10% | |
| 34 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.25% | — | -2.21% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.25% | — | -2.67% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | +20.36% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +14.25% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.06% | +15.48% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.05% | +15.10% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +4.09% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.22% | — | +3.42% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.22% | — | +3.36% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | — | +8.24% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | +34.52% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | — | +16.10% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.21% | -0.09% | -8.04% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.21% | — | -6.99% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +10.31% | |
| 49 | EWT | iShares MSCI Taiwan ETF | ETF-その他 | 0.20% | — | +80.30% | |
| 50 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.20% | — | +9.86% |