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 | 10.68% | -0.25% | +0.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.98% | -0.89% | +2.41% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.84% | -0.06% | +9.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.44% | -0.08% | +2.88% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 5.40% | -0.02% | +7.87% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.07% | -0.19% | -11.08% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.45% | -0.04% | -2.84% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.43% | -0.12% | -1.36% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.79% | -0.15% | -46.73% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.30% | +0.06% | +0.93% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.24% | -0.08% | -0.03% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 2.02% | -0.06% | -1.35% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.95% | +0.20% | -2.26% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.75% | — | +1.76% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.64% | — | -0.27% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.12% | -1.10% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.52% | — | -0.98% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.49% | — | +2.89% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | -0.13% | +1.38% | |
| 20 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.27% | -0.12% | -0.97% | |
| 21 | MSI | Motorola Solutions INC | 株式-IT | 1.26% | -0.15% | -5.28% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.13% | -0.17% | +11.96% | |
| 23 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.10% | — | -0.06% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | -0.12% | +6.18% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | — | -4.07% | |
| 26 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.97% | — | -6.43% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.97% | — | +11.05% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | +0.27% | +0.77% | |
| 29 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.88% | +0.01% | +0.19% | |
| 30 | CDW | Cdw Corp/de | 株式-IT | 0.87% | -0.09% | -0.20% | |
| 31 | CPRT | Copart INC | 株式-資本財 | 0.86% | -0.07% | -0.67% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | +0.21% | +0.15% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.76% | -0.06% | +4.93% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.75% | +0.06% | -6.40% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.68% | -0.12% | +1.17% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | — | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.64% | — | +1.56% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.62% | +0.04% | +55.11% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.56% | — | +3.36% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.55% | — | -3.43% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.45% | — | — | |
| 42 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.44% | — | -9.82% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.41% | — | — | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.41% | +0.03% | +1.02% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | +1.10% | -0.36% | |
| 46 | POOL | Pool CORP | 株式-資本財 | 0.34% | -0.24% | -0.30% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.34% | — | -34.52% | |
| 48 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.28% | -0.06% | -0.22% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | +0.14% | — | |
| 50 | TIPZ | Pimco Broad US Tips Index | ETF-大型株・グロース | 0.23% | — | — |