CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全398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 | 23.11% | +9.26% | +5.87% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 13.20% | — | +0.27% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.32% | -0.09% | +1.43% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-その他 | 3.55% | -0.17% | +8.86% | |
| 5 | IGOV | Ishares International Treasu | ETF-その他 | 2.89% | -0.09% | +15.49% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.04% | — | -18.43% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 1.88% | — | +11.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.62% | -0.22% | -0.01% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.42% | +2.08% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.80% | — | +8.45% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.77% | -0.06% | +4.89% | |
| 12 | PICB | Invesco International Corpor | ETF-その他 | 0.72% | -0.09% | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.72% | — | +2.57% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +0.27% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +3.71% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | -5.97% | |
| 17 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.50% | -0.07% | -22.39% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | -0.06% | +14.77% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +2.89% | |
| 20 | INDA | Ishares Msci India ETF | ETF-その他 | 0.46% | -0.09% | -19.04% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.46% | -0.14% | +10.72% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.06% | +1.68% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | +3.04% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.39% | -0.11% | +4.25% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +0.77% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.38% | — | +4.66% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.37% | -0.09% | +13.50% | |
| 28 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.36% | — | -19.75% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +1.35% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.35% | — | +1.37% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | +2.03% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | +3.27% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +4.43% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | +5.43% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.06% | +1.91% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.33% | — | +22.65% | |
| 37 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.33% | — | +30.13% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.32% | — | +13.11% | |
| 39 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.32% | — | +4.52% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.10% | +1.82% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | — | +0.71% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | -0.06% | +3.82% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.29% | — | +5.69% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.28% | -0.06% | +1.76% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +7.11% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -3.42% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.27% | — | +1.99% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.05% | +3.09% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | -3.09% | +8.26% | |
| 50 | FXY | Invesco Currencyshares Japan | ETF-その他 | 0.25% | — | — |