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 | 14.36% | +0.08% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 12.48% | +0.33% | — | |
| 3 | ✓ | 3m Co | 株式-その他 | 6.58% | -0.45% | +0.77% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.24% | +0.26% | +2.02% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.35% | — | — | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.19% | -0.12% | +7.06% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.87% | +0.11% | — | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.18% | +0.08% | — | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.17% | +0.14% | -1.19% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.07% | +0.18% | +5.71% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.94% | -0.15% | +10.09% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.94% | +11.83% | |
| 13 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.30% | +0.23% | +12.72% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.24% | +0.24% | +15.04% | |
| 15 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 1.20% | +0.20% | +11.12% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.20% | — | -3.02% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.10% | — | -8.98% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.98% | — | -2.34% | |
| 19 | ✓ | SPDR Gold Shares | 株式-その他 | 0.84% | +0.19% | +10.48% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +11.23% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +13.27% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.11% | +115.58% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.10% | — | |
| 24 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 0.69% | +0.25% | +13.90% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | — | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | -13.33% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.13% | +20.53% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +81.19% | |
| 29 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.61% | +0.34% | +3.32% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | +2.48% | |
| 31 | ✓ | Target Corporation | 株式-その他 | 0.60% | — | +9.38% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | -0.37% | EXIT | |
| 33 | ✓ | Alphabet Inc. | 株式-その他 | 0.55% | — | +39.34% | |
| 34 | ✓ | NVIDIA Corporation | 株式-その他 | 0.54% | — | +5.65% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +11.50% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | — | +8.74% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.15% | +5.99% | |
| 39 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.49% | -0.09% | +15.51% | |
| 40 | ✓ | Tesla, Inc. | 株式-その他 | 0.48% | — | +8.53% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | — | +17.25% | |
| 42 | ✓ | AbbVie Inc. | 株式-その他 | 0.46% | — | +11.65% | |
| 43 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.43% | — | +39.21% | |
| 44 | ✓ | FedEx Corporation | 株式-その他 | 0.41% | +0.11% | +23.87% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.41% | +0.10% | +15.53% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.39% | — | +25.63% | |
| 47 | ✓ | Salesforce, Inc. | 株式-その他 | 0.38% | — | +14.91% | |
| 48 | ✓ | Alphabet Inc. | 株式-その他 | 0.37% | -0.18% | +36.55% | |
| 49 | ✓ | Mastercard Incorporated | 株式-その他 | 0.37% | +0.10% | +50.57% | |
| 50 | ✓ | Visa Inc. | 株式-その他 | 0.36% | — | +18.66% |