CIK: 0001551867
申告総資産額
$13.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.11% | -0.25% | -1.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.26% | -0.89% | +8.38% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.27% | -0.06% | +2.25% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.86% | -0.19% | -6.81% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.48% | -0.15% | -8.02% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.05% | -0.08% | +0.34% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.97% | -0.02% | +14.73% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.80% | -0.04% | -4.25% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.60% | -0.12% | +3.00% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.68% | +0.06% | -4.55% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.24% | -0.08% | -10.41% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.12% | +0.20% | +18.20% | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.93% | -0.06% | -1.59% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.65% | — | -0.10% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.64% | — | -0.70% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.46% | — | -0.70% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.12% | -5.86% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | -0.27% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.25% | -0.13% | -3.05% | |
| 20 | MSI | Motorola Solutions INC | 株式-IT | 1.23% | -0.15% | -3.12% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | -0.12% | -0.95% | |
| 22 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.10% | -0.12% | +2.42% | |
| 23 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.99% | — | -1.28% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 0.96% | -0.17% | +12.06% | |
| 25 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.91% | — | +0.79% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | +0.27% | -2.17% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.90% | +0.01% | +7.94% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +95.72% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.21% | -1.56% | |
| 30 | CDW | Cdw Corp/de | 株式-IT | 0.81% | -0.09% | -2.95% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -4.88% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.76% | -0.07% | +2.98% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.76% | -0.06% | +9.12% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | +0.06% | -9.76% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | -0.12% | -1.14% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | — | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.62% | — | +4.08% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.57% | — | +1.79% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.56% | — | -0.99% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | +4.22% | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.51% | — | +2.62% | |
| 42 | SPGI | S&p Global INC | 株式-金融 | 0.44% | +0.03% | -0.06% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.42% | — | — | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.39% | +0.04% | +7.46% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.39% | — | +3.57% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | +1.10% | -34.47% | |
| 47 | POOL | Pool CORP | 株式-資本財 | 0.35% | -0.24% | +14.67% | |
| 48 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.25% | — | -11.88% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | +0.14% | +3.56% | |
| 50 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.24% | -0.06% | +32.51% |