CIK: 0001606810
申告総資産額
$2.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.91% | +0.01% | -5.54% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.35% | +1.34% | -10.23% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.48% | +2.89% | -7.54% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.46% | +0.33% | -5.05% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | — | -0.67% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.46% | — | -15.79% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.36% | — | +12.09% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.19% | — | -4.32% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.10% | +1.26% | -8.02% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.99% | — | -13.37% | |
| 11 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.65% | +0.51% | -1.64% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.68% | — | +1.87% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.42% | +0.25% | -11.88% | |
| 14 | USB | US Bancorp | 株式-金融 | 1.37% | +0.50% | -2.15% | |
| 15 | SUB | Ishares Short-term National | ETF-その他 | 1.31% | +0.24% | -5.78% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.30% | -0.79% | +5.88% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.22% | +0.64% | -11.33% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +4.27% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.00% | +0.72% | NEW | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | +0.27% | -7.86% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | -2.26% | -4.93% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.89% | +0.54% | -3.46% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | -7.00% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.81% | — | -1.70% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | -6.94% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.77% | — | +0.52% | |
| 27 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.76% | — | -2.99% | |
| 28 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.76% | — | -4.84% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.75% | — | -0.57% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.71% | — | -6.53% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.70% | -1.67% | -4.14% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.18% | -3.44% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | -28.87% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | -0.49% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.65% | — | -1.69% | |
| 36 | ICE | Intercontinental Exchange In | 株式-金融 | 0.65% | — | -0.12% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +3.31% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.63% | +0.22% | -1.57% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | -6.59% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.51% | +0.97% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +1.89% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.59% | — | +177.11% | |
| 43 | ✓ | 株式-その他 | 0.58% | — | -3.28% | ||
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | — | -2.72% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.57% | +0.54% | NEW | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.56% | — | -9.66% | |
| 47 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +0.87% | |
| 49 | AVGO | Broadcom Inc. | 株式-IT | 0.50% | — | -7.23% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -0.02% |