CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全369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 | 38.26% | +9.26% | -5.59% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 13.17% | -0.09% | -3.86% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.79% | — | +330.29% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.68% | — | +2115.19% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.28% | -0.17% | -3.55% | |
| 6 | IGOV | Ishares International Treasu | ETF-その他 | 1.86% | -0.09% | +1.11% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 1.38% | — | +0.51% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | — | -44.08% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.81% | -0.22% | -11.82% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.59% | -0.06% | +3.73% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.42% | -8.40% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | — | +1.11% | |
| 13 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.52% | — | -2.75% | |
| 14 | ✓ | Powershares | 株式-その他 | 0.51% | — | +2.67% | |
| 15 | INDA | Ishares Msci India ETF | ETF-その他 | 0.45% | -0.09% | -6.08% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.06% | -7.21% | |
| 17 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.38% | — | -1.50% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | -3.27% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -7.43% | |
| 20 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.32% | -0.07% | +5.15% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.32% | -0.14% | +18.77% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | -5.23% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | -9.97% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.30% | — | -5.75% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.30% | -0.11% | +12.09% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.28% | — | +1.10% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.10% | -9.75% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -2.39% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.27% | — | -4.06% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.26% | — | +14.69% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | — | -14.02% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.26% | -0.09% | +18.43% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | -13.02% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | — | -12.60% | |
| 35 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.24% | — | -0.06% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | -7.63% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.23% | -0.06% | -7.72% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.23% | -0.21% | +152.27% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | -6.35% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.06% | +2.64% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | -8.03% | |
| 42 | IEV | Ishares Europe ETF | ETF-その他 | 0.21% | +0.70% | +223.35% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.21% | — | +0.13% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | +0.05% | -2.32% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | -10.75% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.20% | — | +2.03% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.20% | — | +0.23% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -0.63% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -6.40% | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.20% | — | — |