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 | ✓ | 3m Co | 株式-その他 | 8.19% | -0.45% | +4.12% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.96% | -0.12% | +4.80% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.60% | -0.15% | +32.53% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.94% | +33.15% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.94% | +0.18% | +4.98% | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.49% | -0.18% | +641.71% | |
| 7 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 2.44% | +0.23% | +33.52% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.30% | +0.24% | +40.26% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.24% | +0.26% | -68.00% | |
| 10 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 2.21% | +0.20% | +31.85% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.02% | — | -62.82% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.60% | — | -0.07% | |
| 13 | ✓ | SPDR Gold Shares | 株式-その他 | 1.60% | +0.19% | +26.86% | |
| 14 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 1.58% | +0.25% | +31.08% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.49% | — | -0.08% | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 1.38% | — | +246.14% | |
| 17 | ✓ | Nushares ETF Tr Small Cap ETF | ETF-中小型株 | 1.37% | — | +607.59% | |
| 18 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 1.37% | — | +318.87% | |
| 19 | ✓ | Target Corporation | 株式-その他 | 1.33% | — | +70.69% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.13% | +38.08% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.30% | +0.11% | -75.72% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.30% | — | +25.68% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.27% | — | — | |
| 24 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.20% | +0.34% | +2.26% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | — | +76.90% | |
| 26 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.10% | — | +103.23% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.11% | +3.01% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +5.60% | |
| 29 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.02% | -0.09% | +69.25% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.15% | +2.46% | |
| 31 | ✓ | Tesla, Inc. | 株式-その他 | 0.99% | — | +41.86% | |
| 32 | ✓ | Visa Inc. | 株式-その他 | 0.96% | — | +80.91% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.94% | +0.10% | +68.50% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | -0.10% | — | |
| 35 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.92% | — | +223.25% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.90% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.90% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.88% | — | +8.67% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | — | +40.83% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.86% | — | — | |
| 41 | ✓ | NVIDIA Corporation | 株式-その他 | 0.85% | — | +19.69% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.84% | +0.24% | NEW | |
| 43 | ✓ | Mastercard Incorporated | 株式-その他 | 0.82% | +0.10% | +56.02% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | — | +109.81% | |
| 45 | ✓ | AbbVie Inc. | 株式-その他 | 0.81% | — | +2.73% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.80% | — | +54.70% | |
| 47 | ✓ | Oracle Corporation | 株式-その他 | 0.78% | — | +92.90% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | +99.03% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +33.46% | |
| 50 | ✓ | Alphabet Inc. | 株式-その他 | 0.75% | — | -1.70% |