CIK: 0001334952
申告総資産額
$2.4億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 22.03% | -0.49% | +6.45% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 10.62% | -0.02% | +4.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.12% | -0.67% | +26.48% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.46% | -0.15% | +8.36% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.33% | -0.32% | +2.39% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.59% | -0.09% | +2.08% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.28% | -0.08% | +1.58% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.09% | -0.04% | +19.73% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.26% | — | -9.39% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.90% | -0.08% | -15.17% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.43% | -0.25% | -2.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | +2.51% | -62.09% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.17% | -0.02% | +18.68% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | -0.15% | -7.52% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.10% | -0.11% | +0.66% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.84% | -0.10% | -0.06% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | — | +14.90% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.18% | +0.32% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.64% | — | +0.32% | |
| 20 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.57% | -0.14% | — | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.13% | +0.90% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.51% | — | +3.15% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | +3.54% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | -1.99% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | +0.02% | +3.62% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.08% | +2.17% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.09% | -1.65% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.44% | — | +2.32% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.42% | — | -2.85% | |
| 30 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.36% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.07% | -4.32% | |
| 32 | B | Barrick Mining CORP | 株式-素材 | 0.35% | -0.07% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | -0.07% | -1.04% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.35% | — | -1.80% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.32% | — | +1.56% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | -0.06% | -0.43% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.31% | — | -0.33% | |
| 38 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.28% | — | — | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | -10.46% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | — | +0.62% | |
| 42 | EXP | Eagle Materials INC | 株式-素材 | 0.25% | — | — | |
| 43 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.25% | +0.04% | -4.32% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.25% | +0.03% | +0.18% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | -12.33% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.23% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | +0.05% | -10.27% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.23% | — | +1.00% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | — | -4.18% | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.22% | +0.06% | -0.20% |