CIK: 0001598304
申告総資産額
$26.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.00% | — | +0.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.76% | — | +1.76% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.49% | — | -1.45% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 6.33% | -0.22% | +1.02% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.39% | — | +1.21% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.05% | — | +1.19% | |
| 7 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.85% | — | +0.66% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 3.85% | — | -1.19% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.75% | — | +2.03% | |
| 10 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.41% | — | +1.05% | |
| 11 | USCR | US Concrete INC | 株式-その他 | 3.17% | — | -5.21% | |
| 12 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 3.01% | — | +0.89% | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.85% | — | +1.92% | |
| 14 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.78% | — | +1.51% | |
| 15 | ✓ | Powershares | 株式-その他 | 2.46% | — | -6.53% | |
| 16 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.37% | — | +3.17% | |
| 17 | AXP | American Express Co | 株式-金融 | 2.18% | -0.23% | -5.71% | |
| 18 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 1.91% | — | -2.99% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.55% | -0.24% | -0.89% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.07% | — | -1.09% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.08% | +4.51% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.99% | +0.20% | +27.63% | |
| 23 | AON | Aon plc | 株式-金融 | 0.87% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | -17.33% | |
| 25 | USCI | United States Commodity Inde | ETF-コモディティ | 0.78% | — | -0.31% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | +10.30% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | -1.54% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -3.16% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | -0.18% | -0.16% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.20% | +0.36% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.10% | +9.16% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | -2.36% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -1.10% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | -0.09% | -2.07% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | -0.05% | -1.08% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -0.38% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.06% | -6.13% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | -2.77% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | -0.06% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | -0.75% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.33% | +0.05% | NEW | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.30% | — | — | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.30% | — | — | |
| 44 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.29% | — | -2.24% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | -2.46% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.28% | -0.06% | -18.65% | |
| 47 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.27% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | -0.44% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | -0.20% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -5.32% |