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 | 10.96% | +0.08% | +8.32% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.07% | +0.33% | +5.98% | |
| 3 | ✓ | 3m Co | 株式-その他 | 6.11% | -0.45% | +46.92% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.54% | +0.26% | +8.55% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.75% | — | +2.45% | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 3.40% | -0.12% | +5.28% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.32% | +0.11% | +9.33% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.95% | +0.14% | +26.65% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.86% | +0.08% | +13.22% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.84% | -0.15% | +29.42% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.94% | +21.77% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.65% | -0.18% | +1.06% | |
| 13 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.52% | +0.23% | +4.55% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.45% | +0.24% | +6.47% | |
| 15 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 1.44% | +0.20% | +3.84% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.40% | +0.18% | -5.32% | |
| 17 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 1.14% | — | -0.83% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | -0.10% | +208.68% | |
| 19 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 1.06% | +0.25% | +3.76% | |
| 20 | ✓ | SPDR Gold Shares | 株式-その他 | 1.00% | +0.19% | +1.42% | |
| 21 | ✓ | Nushares ETF Tr Small Cap ETF | ETF-中小型株 | 0.94% | — | +1.50% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | — | +60.79% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.13% | +1.65% | |
| 24 | ✓ | Tesla, Inc. | 株式-その他 | 0.91% | — | +164.50% | |
| 25 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.89% | +0.34% | +2.29% | |
| 26 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.83% | -0.09% | +31.87% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.83% | — | -0.67% | |
| 28 | ✓ | Target Corporation | 株式-その他 | 0.81% | — | +21.50% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | +2.69% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +2.86% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.79% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +56.06% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.70% | — | +1.42% | |
| 34 | ✓ | Visa Inc. | 株式-その他 | 0.69% | — | +14.36% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | — | +70.03% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.11% | +13.93% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.66% | — | — | |
| 38 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.64% | — | +13.49% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.63% | +0.24% | NEW | |
| 40 | ✓ | Waste Management, Inc. | 株式-その他 | 0.61% | — | +22.31% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +2.45% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +3.82% | |
| 43 | ✓ | Alphabet Inc. | 株式-その他 | 0.57% | — | +3082.49% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.15% | +4.09% | |
| 45 | ✓ | AbbVie Inc. | 株式-その他 | 0.54% | — | +16.37% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | — | +2.65% | |
| 47 | ✓ | Mastercard Incorporated | 株式-その他 | 0.53% | +0.10% | +4.46% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.52% | — | +3.98% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +3.66% |