CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全395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 | 41.83% | +9.26% | +2.51% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 13.85% | -0.09% | +114.95% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.41% | -0.17% | +3.29% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.25% | — | +156.73% | |
| 5 | IGOV | Ishares International Treasu | ETF-その他 | 1.86% | -0.09% | -10.32% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | — | +2.18% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 1.45% | — | +0.56% | |
| 8 | AAPL | Apple INC | 株式-IT | 0.98% | -0.22% | +5.79% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.42% | -9.25% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.57% | -0.06% | -0.89% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | +2.13% | |
| 12 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.54% | — | -5.26% | |
| 13 | INDA | Ishares Msci India ETF | ETF-その他 | 0.50% | -0.09% | +75.87% | |
| 14 | ✓ | Powershares | 株式-その他 | 0.50% | — | +2.75% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.06% | -7.93% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | +3.46% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.38% | — | -6.52% | |
| 18 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.37% | — | +67.27% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +2.75% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.36% | — | +5.64% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.35% | -0.06% | -2.69% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -9.88% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.10% | -12.21% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.32% | — | -8.08% | |
| 25 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.32% | -0.07% | -6.09% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.31% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -8.40% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | +10.16% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.28% | — | +0.01% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -6.12% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | +7.72% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | +10.46% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | -0.11% | -1.07% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.27% | -0.14% | -16.93% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | — | +7.89% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | — | -12.54% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | +0.06% | -10.98% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.24% | — | -0.39% | |
| 39 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.24% | — | +84.25% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -11.59% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | -9.44% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.24% | -0.06% | +7.99% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.24% | — | +9.65% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.23% | — | -7.92% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | +3.60% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.22% | -0.09% | -22.23% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | -13.07% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.22% | — | +5.37% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | -7.70% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | +0.05% | -13.16% |