CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全403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 | 11.36% | -0.21% | -0.69% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.99% | +0.29% | +2.04% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.12% | +0.16% | +0.16% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.17% | +0.14% | +2.82% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.94% | -0.19% | +0.42% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.18% | +0.20% | +3.30% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.65% | -0.22% | -1.73% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | — | +0.09% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.39% | -0.10% | -0.08% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.07% | +0.14% | -1.29% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.00% | — | -0.56% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.84% | -0.10% | +96.63% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.78% | +0.03% | -6.89% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.77% | -0.05% | -2.27% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.66% | +0.01% | -9.49% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.46% | -0.08% | -1.87% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.45% | +0.09% | -0.35% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.43% | -0.09% | -0.92% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.41% | -0.27% | -2.65% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.32% | -0.17% | +51.60% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.29% | -0.06% | -1.18% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.23% | — | +1.66% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.15% | -0.15% | -2.35% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.02% | — | -1.49% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.99% | — | -0.54% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.97% | — | -4.40% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.97% | — | +1.61% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.89% | -0.02% | -2.66% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | — | -3.30% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.04% | +13.56% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.78% | -0.01% | -1.50% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.74% | — | +0.96% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.17% | +8.53% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.71% | -0.01% | -2.21% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | -0.30% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | -4.08% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | -0.01% | +10.86% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.63% | +0.10% | +3.38% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.59% | -0.01% | -0.26% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | -0.01% | -1.21% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.48% | — | +0.06% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | -0.08% | -8.84% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -2.79% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.39% | -0.02% | +17.85% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.37% | +0.04% | +90.63% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.37% | — | -0.40% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.34% | +0.09% | +3.37% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.32% | — | -2.19% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.32% | — | -0.29% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | +0.08% | +25.99% |