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 | 8.07% | +0.01% | -8.20% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.75% | — | +1.79% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.94% | +2.89% | -6.70% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.80% | +1.34% | -1.24% | |
| 5 | QDF | Flexshares Quality Dividend | ETF-その他 | 5.04% | +0.51% | -1.96% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.08% | — | +0.90% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.76% | — | +0.24% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.12% | +1.26% | -3.92% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.06% | +0.64% | +10.39% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.58% | — | -6.84% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.11% | — | -5.98% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.09% | -0.79% | -0.11% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.89% | — | +13.42% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.37% | -2.26% | -7.47% | |
| 15 | USB | US Bancorp | 株式-金融 | 1.22% | +0.50% | -3.11% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.51% | -0.35% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.21% | -0.28% | +0.08% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | — | — | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 1.05% | +0.54% | -0.28% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | +0.27% | -0.27% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.90% | — | -2.25% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.90% | — | +0.83% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -0.27% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +10.71% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | -0.41% | |
| 26 | ICE | Intercontinental Exchange In | 株式-金融 | 0.84% | — | +1.93% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | -3.91% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.18% | +1.08% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.83% | — | -0.01% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | +2.86% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.47% | +2.48% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +1.33% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 0.74% | +0.24% | -5.10% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.72% | +0.72% | NEW | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | — | +0.78% | |
| 36 | FISV | Fiserv INC | 株式-その他 | 0.68% | — | +0.55% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | +0.25% | — | |
| 38 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.64% | — | +0.64% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | -0.37% | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.58% | -0.22% | +0.92% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | +0.33% | -33.08% | |
| 42 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.57% | — | +0.97% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | -0.24% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.54% | — | +4.83% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.54% | +0.54% | NEW | |
| 46 | EXR | Extra Space Storage INC | 株式-不動産 | 0.52% | +0.52% | NEW | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | +0.25% | -8.82% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.51% | +0.31% | +1.31% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.50% | -0.18% | +0.26% | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.50% | — | +3.71% |