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 | 12.84% | +0.08% | -0.44% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.52% | +0.33% | — | |
| 3 | ✓ | 3m Co | 株式-その他 | 5.06% | -0.45% | +4.27% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.63% | +0.26% | +6.85% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.88% | — | — | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 3.65% | -0.18% | +2.07% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.58% | -0.94% | -2.71% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.44% | +0.11% | -0.40% | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 3.28% | -0.12% | -2.43% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.20% | +0.08% | +0.21% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.14% | +0.14% | +0.19% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.70% | -0.15% | -5.89% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | +0.24% | +58.62% | |
| 14 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.57% | +0.23% | +42.79% | |
| 15 | ✓ | Nushares ETF Tr Small Cap ETF | ETF-中小型株 | 1.27% | — | +0.35% | |
| 16 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 1.24% | +0.20% | +38.33% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.12% | +0.18% | -3.10% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.12% | -0.10% | +1.86% | |
| 19 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.00% | -0.09% | -5.88% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +3.33% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | — | +400.00% | |
| 22 | ✓ | NVIDIA Corporation | 株式-その他 | 0.96% | — | -7.52% | |
| 23 | ✓ | SPDR Gold Shares | 株式-その他 | 0.94% | +0.19% | -1.81% | |
| 24 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.94% | +0.34% | -0.99% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | -0.11% | -10.74% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.86% | +0.10% | -5.45% | |
| 27 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 0.82% | +0.25% | +56.61% | |
| 28 | ✓ | Utilities Select Sector SPDR Fund - ETF | ETF-その他 | 0.70% | +0.19% | -1.18% | |
| 29 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.67% | +0.08% | +14.03% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.13% | +38.47% | |
| 31 | ✓ | Target Corporation | 株式-その他 | 0.64% | — | +39.65% | |
| 32 | ✓ | Visa Inc. | 株式-その他 | 0.62% | — | -1.61% | |
| 33 | ✓ | Alphabet Inc. | 株式-その他 | 0.60% | — | +0.33% | |
| 34 | ✓ | Alphabet Inc. | 株式-その他 | 0.60% | -0.18% | -0.87% | |
| 35 | ECL | Ecolab INC | 株式-素材 | 0.58% | — | +0.31% | |
| 36 | ✓ | Waste Management, Inc. | 株式-その他 | 0.58% | — | -0.35% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -1.72% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.57% | — | +32.91% | |
| 39 | ✓ | FedEx Corporation | 株式-その他 | 0.56% | +0.11% | -0.76% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | — | -4.09% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.19% | -2.23% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +80.03% | |
| 44 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.54% | — | -11.53% | |
| 45 | ✓ | Oracle Corporation | 株式-その他 | 0.54% | — | -2.23% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.52% | +0.24% | NEW | |
| 47 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.51% | — | -3.21% | |
| 48 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.51% | — | -1.17% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | +29.54% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | +73.01% |