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 | 9.05% | +0.01% | -1.41% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.16% | +1.34% | -4.76% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.23% | +2.89% | -4.16% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.97% | +0.33% | -5.91% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.24% | — | +30.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.09% | — | -0.90% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.05% | — | +14.33% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.13% | +1.26% | -1.13% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.92% | — | -5.08% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.87% | — | -3.77% | |
| 11 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.76% | +0.51% | +1.51% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.52% | — | -5.18% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.43% | +0.64% | +16.32% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.35% | -0.79% | -1.76% | |
| 15 | USB | US Bancorp | 株式-金融 | 1.33% | +0.50% | — | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.26% | +0.24% | +0.01% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.20% | +0.25% | -12.05% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | — | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | +0.27% | +0.99% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.96% | +0.72% | NEW | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.93% | +0.54% | -6.70% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | -2.26% | -1.28% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +4.49% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -2.07% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +3.99% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.73% | -1.67% | +8.73% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.18% | -1.10% | |
| 28 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.72% | — | -1.28% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | -10.74% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | — | -10.63% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.70% | — | -10.62% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | +17.15% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.67% | — | +0.51% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.51% | -1.73% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.66% | — | -19.70% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.65% | +0.22% | -1.66% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.64% | — | +190.76% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.63% | — | -3.39% | |
| 39 | ✓ | 株式-その他 | 0.61% | — | -3.12% | ||
| 40 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.60% | — | -13.85% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.59% | — | -16.33% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | — | -2.25% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.57% | +0.54% | NEW | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | -15.18% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | -12.04% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | -1.93% | |
| 47 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.52% | — | -2.21% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.52% | +0.31% | -2.96% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | — | -2.75% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.51% | — | -15.04% |