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 | 12.06% | +0.08% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.09% | +0.33% | — | |
| 3 | ✓ | 3m Co | 株式-その他 | 5.20% | -0.45% | -7.26% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.25% | +0.26% | -5.37% | |
| 5 | ✓ | Spdr Portfolio S&p 500 ETF | ETF-大型株・グロース | 3.90% | -0.19% | — | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.76% | — | — | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.51% | +0.11% | — | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 3.42% | -0.18% | +7.51% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.42% | -0.94% | +1.44% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.35% | -0.15% | -4.55% | |
| 11 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 3.17% | -0.12% | -1.74% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.04% | +0.08% | — | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.03% | +0.14% | — | |
| 14 | ✓ | Nushares ETF Tr Small Cap ETF | ETF-中小型株 | 1.23% | — | +7.37% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.09% | +0.18% | -0.59% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.07% | +0.10% | +2.27% | |
| 17 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.05% | +0.23% | -25.68% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | -0.10% | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | +0.24% | -33.38% | |
| 20 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.93% | -0.09% | +2.29% | |
| 21 | ✓ | SPDR Gold Shares | 株式-その他 | 0.93% | +0.19% | +0.26% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | — | — | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.91% | — | — | |
| 24 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 0.88% | +0.20% | -24.05% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -5.83% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | -0.11% | +0.48% | |
| 27 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.85% | +0.34% | +0.94% | |
| 28 | ✓ | Utilities Select Sector SPDR Fund - ETF | ETF-その他 | 0.71% | +0.19% | — | |
| 29 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.68% | — | +3.44% | |
| 30 | ✓ | Visa Inc. | 株式-その他 | 0.61% | — | -1.44% | |
| 31 | ✓ | NVIDIA Corporation | 株式-その他 | 0.59% | — | +0.80% | |
| 32 | ✓ | Alphabet Inc. | 株式-その他 | 0.58% | -0.18% | -1.67% | |
| 33 | ✓ | Alphabet Inc. | 株式-その他 | 0.58% | — | +1.60% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +1.67% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +1.76% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.19% | +4.71% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | +3.23% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.37% | EXIT | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.52% | — | +7.06% | |
| 41 | ✓ | FedEx Corporation | 株式-その他 | 0.52% | +0.11% | +4.73% | |
| 42 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 0.51% | +0.25% | -29.95% | |
| 43 | ✓ | Waste Management, Inc. | 株式-その他 | 0.51% | — | +5.86% | |
| 44 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.50% | +0.08% | -21.94% | |
| 45 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.50% | — | +6.77% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.50% | — | — | |
| 47 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.50% | — | +2.39% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.13% | -41.53% | |
| 49 | ✓ | Oracle Corporation | 株式-その他 | 0.48% | — | +5.57% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | +0.51% |