CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全400銘柄）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.29% | -0.21% | +6.36% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.80% | +0.29% | -0.23% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.30% | +0.16% | -2.44% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.24% | +0.14% | +2.63% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.34% | -0.19% | -2.91% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.83% | +0.20% | +1.47% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.76% | -0.22% | +4.53% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.60% | — | +6.62% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.39% | -0.10% | +0.65% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.24% | +0.14% | +8.22% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.06% | — | +1.26% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.97% | -0.05% | +1.82% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.73% | -0.10% | +4.70% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.71% | +0.01% | -3.39% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.68% | +0.03% | -2.57% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.60% | -0.27% | -4.71% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.54% | -0.06% | -0.06% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.48% | +0.09% | +1.05% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.46% | -0.09% | -0.31% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.32% | — | -3.46% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.28% | -0.15% | +0.96% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.11% | — | -6.40% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.10% | -0.08% | +0.40% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.09% | — | -0.72% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.05% | — | +3.23% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.94% | — | +6.14% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.91% | -0.02% | +1.64% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.87% | — | -1.33% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.81% | -0.01% | -1.70% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.80% | — | -1.17% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.17% | +1.51% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | +0.04% | +1.08% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.75% | — | +0.77% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.73% | -0.01% | +0.66% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | -0.57% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.04% | +0.65% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.66% | -0.01% | +0.94% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.61% | +0.10% | -0.29% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | -0.01% | +12.98% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | -0.08% | -4.00% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | -0.01% | -0.80% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.46% | — | -1.28% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | -3.43% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.41% | -0.02% | -0.89% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | -0.06% | +12.00% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.34% | +0.09% | -2.10% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.34% | — | +0.02% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.33% | — | — | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.32% | — | +2.29% | |
| 50 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.31% | +0.05% | — |