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 | 10.27% | +0.08% | -8.62% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.68% | +0.33% | +4.60% | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.03% | -0.12% | +82.21% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.48% | +0.26% | +21.85% | |
| 5 | ✓ | 3m Co | 株式-その他 | 4.17% | -0.45% | +5.72% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.94% | +8.20% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.13% | — | +2.57% | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.99% | -0.18% | -1.78% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.64% | +0.11% | -1.22% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.52% | +0.14% | +2.78% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.48% | +0.08% | -1.05% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.33% | -0.15% | -13.12% | |
| 13 | ✓ | NVIDIA Corporation | 株式-その他 | 2.19% | — | +1958.79% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.93% | +0.24% | +56.17% | |
| 15 | ✓ | Vanguard Russell 1000 Value Et | 株式-その他 | 1.92% | +0.23% | +55.37% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.81% | +0.18% | +93.92% | |
| 17 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 1.54% | +0.20% | +56.23% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.39% | — | +161.58% | |
| 19 | ✓ | SPDR Gold Shares | 株式-その他 | 1.28% | +0.19% | +59.78% | |
| 20 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.12% | +0.34% | +47.40% | |
| 21 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.07% | -0.09% | +30.90% | |
| 22 | ✓ | First TR Global Tactical Commodity ETF | ETF-コモディティ | 1.04% | +0.25% | +55.43% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | -0.11% | +31.97% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | -0.10% | -2.40% | |
| 25 | ✓ | Nushares ETF Tr Small Cap ETF | ETF-中小型株 | 0.95% | — | -1.99% | |
| 26 | ✓ | Utilities Select Sector SPDR Fund - ETF | ETF-その他 | 0.93% | +0.19% | +57.58% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | +0.19% | +96.07% | |
| 28 | ✓ | Oracle Corporation | 株式-その他 | 0.82% | — | +68.43% | |
| 29 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.82% | +0.08% | +61.92% | |
| 30 | ✓ | Alphabet Inc. | 株式-その他 | 0.77% | -0.18% | +32.50% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +5.21% | |
| 33 | ✓ | Waste Management, Inc. | 株式-その他 | 0.74% | — | +58.32% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.19% | +187.63% | |
| 35 | ECL | Ecolab INC | 株式-素材 | 0.71% | — | +47.15% | |
| 36 | ✓ | Visa Inc. | 株式-その他 | 0.70% | — | +49.18% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +46.03% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.68% | +0.10% | +40.40% | |
| 39 | ✓ | FedEx Corporation | 株式-その他 | 0.68% | +0.11% | +44.48% | |
| 40 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.68% | — | +41.89% | |
| 41 | ✓ | Alphabet Inc. | 株式-その他 | 0.67% | — | +14.40% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | +52.81% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.13% | +28.85% | |
| 44 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.62% | — | +38.80% | |
| 45 | ✓ | AbbVie Inc. | 株式-その他 | 0.62% | — | +89.75% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +31.16% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | +46.75% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +51.64% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | +0.09% | +103.54% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.54% | — | +33.60% |