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 | 21.34% | -0.49% | +1.61% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.85% | -0.02% | -1.52% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.70% | -0.67% | -0.04% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.96% | -0.15% | +2.58% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 7.61% | -0.32% | -2.04% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.43% | -0.09% | -4.13% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.17% | -0.04% | +3.07% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.12% | -0.08% | -5.08% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.02% | — | +4.48% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | -0.25% | -4.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | +2.51% | +213.35% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | -0.02% | +2.43% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | -0.15% | +1.89% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.99% | -0.11% | -2.38% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.98% | -0.08% | -14.63% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.92% | -0.10% | -7.76% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | — | +1.86% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.18% | -9.17% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.08% | -1.66% | |
| 20 | B | Barrick Mining CORP | 株式-素材 | 0.65% | -0.07% | +0.26% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.63% | -0.07% | — | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.62% | — | -2.26% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | +0.02% | +18.15% | |
| 24 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.52% | -0.14% | — | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.50% | — | -5.41% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | -4.84% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +3.48% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.47% | -0.13% | +0.02% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.46% | — | +0.18% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.07% | +0.04% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | +1.03% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.41% | — | +1.39% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | -0.09% | -0.72% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.39% | +0.03% | +0.41% | |
| 35 | MS | Morgan Stanley | 株式-金融 | 0.36% | — | +0.17% | |
| 36 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.35% | — | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.34% | -0.07% | -5.09% | |
| 38 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.33% | +0.04% | -2.19% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | -0.06% | +19.89% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | +1.30% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | -1.88% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | +0.05% | +17.82% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.29% | +0.06% | -0.32% | |
| 44 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.28% | — | — | |
| 45 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.28% | — | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.28% | — | -0.65% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | — | |
| 48 | NEM | Newmont CORP | 株式-素材 | 0.24% | — | -0.36% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.24% | — | — | |
| 50 | EXP | Eagle Materials INC | 株式-素材 | 0.24% | — | -1.13% |