CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中(全1244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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.35% | +1.53% | NEW | |
| 2 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 3.30% | — | +6.36% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.94% | — | -0.02% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.90% | — | +6.19% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.42% | -2.40% | +0.67% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.02% | -3.30% | -0.73% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.02% | — | +4817.80% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.69% | — | +1.54% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 1.45% | — | +0.14% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.39% | -3.97% | +78.07% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | — | +52.17% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.26% | — | +0.48% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | +0.20% | NEW | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.16% | — | +0.78% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.02% | — | +191.84% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | -57.63% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.93% | — | -3.84% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | -3.06% | -0.15% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.87% | — | -6.10% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.84% | — | -5.18% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | -0.70% | |
| 22 | ✓ | Absolute Shs Tr | 株式-その他 | 0.77% | — | -12.77% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.77% | — | +2.22% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.75% | — | +30.43% | |
| 25 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.75% | — | -1.71% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | +4.33% | NEW | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | +0.44% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.57% | — | +58.53% | |
| 29 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.56% | — | -1.57% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +9.46% | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.53% | — | -9.24% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.53% | — | +6.02% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -1.19% | +12.11% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +2.13% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.49% | — | +590.75% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.48% | — | +0.54% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +5.80% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.47% | — | +8.59% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | +3.27% | |
| 40 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.46% | — | +6739.41% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +2.08% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +6.04% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -2.28% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +8.02% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.39% | — | -1.71% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.38% | — | +10.62% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | +0.54% | NEW | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | -5.80% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | +0.23% | NEW | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.18% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd INC | +2% | +4817.80% | 増加 |
| 2 | VUG | Vanguard Growth ETF | +0.7% | +191.84% | 増加 |
| 3 | BND | Vanguard Total Bond Market | +0.6% | +78.07% | 増加 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +16.85% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +52.17% | 増加 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.5% | +6739.41% | 増加 |
| 7 | XLF | Ss Financial Select Sector | +0.4% | +590.75% | 増加 |
| 8 | XLV | Ss Health Care Select Sector | +0.3% | +1476.01% | 増加 |
| 9 | VV | Vanguard Large-cap ETF | +0.2% | +58.53% | 増加 |
| 10 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +30.43% | 増加 |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +96.72% | 増加 |
| 12 | VXF | Vanguard Extended Market ETF | +0.1% | +65.91% | 増加 |
| 13 | CCI | Crown Castle INC | +0.1% | +86.79% | 増加 |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +1006.35% | 増加 |
| 15 | CVX | Chevron CORP | +0.1% | +9.46% | 増加 |
| 16 | INTC | Intel CORP | +0.1% | +20.22% | 増加 |
| 17 | ✓ | Guggenheim | +0.1% | +315.40% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | +12.11% | 増加 |
| 19 | ✓ | Powershares Global ETF Trust | +0.1% | +95.31% | 増加 |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +38.66% | 増加 |
| 21 | CSCO | Cisco Systems INC | 0% | +13.01% | 増加 |
| 22 | VZ | Verizon Communications INC | 0% | +6.04% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.80% | 増加 |
| 24 | PFE | Pfizer INC | 0% | +8.02% | 増加 |
| 25 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | 0% | +6.36% | 増加 |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +6.19% | 増加 |
| 27 | SMHC | VanEck China Semiconductor ETF | -0.1% | -85.54% | 減少 |
| 28 | ✓ | Claymore Exchange Trd Fd Tr | -0.1% | -65.86% | 減少 |
| 29 | TWXCHF | Time Warner INC | -0.1% | -54.13% | 減少 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.73% | 減少 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -43.02% | 減少 |
| 32 | ✓ | Rydex ETF Trust | -0.1% | -80.23% | 減少 |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.67% | 増加 |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -44.71% | 減少 |
| 35 | IWD | Ishares Russell 1000 Value E | -0.1% | +1.54% | 増加 |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -54.22% | 減少 |
| 37 | MO | Altria Group INC | -0.1% | +6.02% | 増加 |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -9.24% | 減少 |
| 39 | ✓ | Absolute Shs Tr | -0.2% | -12.77% | 減少 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -43.25% | 減少 |
| 41 | EZU | Ishares Msci Eurozone ETF | -0.4% | -84.09% | 減少 |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | -1% | -91.43% | 減少 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | -57.63% | 減少 |
| 44 | VOX | Vanguard Communication Servi | — | NEW | 新規購入 |
| 45 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 46 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 47 | REYN | Reynolds Consumer Products Inc. | — | EXIT | 全売却 |
| 48 | HEZU | Ishares Currency Hedged Msci | — | NEW | 新規購入 |
| 49 | VTIP | Vanguard Short-term Tips | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |