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 | 11.29% | -0.25% | -0.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.27% | -0.89% | -0.03% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.29% | -0.06% | -1.73% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 7.23% | -0.02% | +2.22% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.20% | -0.08% | -2.58% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.41% | -0.12% | -0.55% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.14% | -0.19% | -2.83% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.05% | -0.13% | -5.79% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.51% | +0.04% | +8.87% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.38% | -0.08% | +4.18% | |
| 11 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 2.34% | -0.06% | -0.95% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.21% | +0.06% | -6.53% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.12% | -2.01% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.50% | — | -0.97% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | — | -2.79% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.36% | — | -0.45% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.35% | +0.20% | +3.35% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.35% | -0.08% | -1.40% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.34% | -0.15% | -20.27% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | -0.13% | +2.70% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | -0.80% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | +0.27% | -5.09% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.08% | +0.06% | -3.82% | |
| 24 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 1.06% | — | -4.35% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.01% | — | -12.00% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.21% | -1.73% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | -0.17% | +3.61% | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.97% | +0.01% | -1.43% | |
| 29 | MSI | Motorola Solutions INC | 株式-IT | 0.93% | -0.15% | -2.09% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.89% | — | +36.10% | |
| 31 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.86% | -0.12% | -13.91% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.78% | — | +0.82% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.77% | — | -8.06% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | -0.11% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.63% | -0.12% | -5.32% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.58% | -0.06% | +10.52% | |
| 37 | CPRT | Copart INC | 株式-資本財 | 0.56% | -0.07% | +0.59% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | +0.14% | -2.02% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.49% | — | — | |
| 40 | CDW | Cdw Corp/de | 株式-IT | 0.48% | -0.09% | -3.65% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.48% | — | -10.61% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | — | -4.15% | |
| 43 | SPGI | S&p Global INC | 株式-金融 | 0.46% | +0.03% | -0.80% | |
| 44 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.44% | — | -1.91% | |
| 45 | URI | United Rentals INC | 株式-資本財 | 0.43% | -0.07% | -0.86% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | -0.12% | -30.93% | |
| 47 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.39% | -0.06% | -2.42% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.39% | — | -1.54% | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.33% | -0.17% | +289.17% | |
| 50 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.30% | -0.14% | -17.60% |