CIK: 0001486083
申告総資産額
$3.0億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 14.66% | +0.08% | -1.36% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 13.24% | +0.33% | — | |
| 3 | ✓ | 3m Co | 株式-その他 | 7.34% | -0.45% | -49.94% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.80% | +0.26% | +0.15% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.97% | — | — | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.25% | +0.11% | — | |
| 7 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.02% | -0.12% | -12.46% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.52% | +0.08% | — | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.38% | +0.14% | — | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.04% | +0.18% | +0.62% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.60% | -0.15% | -0.37% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.94% | -8.61% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.40% | — | -11.49% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.26% | — | -17.89% | |
| 15 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.22% | +0.23% | +6.16% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.21% | +0.24% | +6.83% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.14% | — | -27.51% | |
| 18 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 1.09% | +0.20% | +10.75% | |
| 19 | ✓ | SPDR Gold Shares | 株式-その他 | 0.83% | +0.19% | +114.66% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | — | -12.41% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.10% | — | |
| 22 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 0.72% | +0.25% | — | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | — | -1.90% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | — | |
| 25 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.65% | +0.34% | +6.58% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +4.04% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +4.18% | |
| 28 | ✓ | Target Corporation | 株式-その他 | 0.61% | — | +3.93% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.13% | +2.44% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | — | |
| 31 | ✓ | PayPal Holdings, Inc. | 株式-その他 | 0.55% | — | -12.20% | |
| 32 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.50% | -0.09% | +0.32% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +5.61% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | -5.30% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | +0.15% | +5.43% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | +5.26% | |
| 37 | ✓ | Alphabet Inc. | 株式-その他 | 0.42% | — | -17.25% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.41% | +0.10% | +9.03% | |
| 39 | ✓ | NVIDIA Corporation | 株式-その他 | 0.41% | — | +306.90% | |
| 40 | ✓ | Salesforce, Inc. | 株式-その他 | 0.40% | — | +7.41% | |
| 41 | ✓ | AbbVie Inc. | 株式-その他 | 0.38% | — | +11.60% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.11% | -8.88% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | — | +12.43% | |
| 44 | ✓ | Vail Resorts, Inc. | 株式-その他 | 0.37% | — | — | |
| 45 | ✓ | Tesla, Inc. | 株式-その他 | 0.37% | — | +8.40% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +2.34% | |
| 47 | ✓ | Visa Inc. | 株式-その他 | 0.36% | — | -3.59% | |
| 48 | ✓ | AT & T, Inc. New | 株式-その他 | 0.36% | — | +12.06% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.33% | — | -4.44% | |
| 50 | ✓ | FedEx Corporation | 株式-その他 | 0.32% | +0.11% | +15.01% |