CIK: 0001393389
申告総資産額
$6.9億
上位200銘柄を表示中（全496銘柄）
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 43.92% | +0.20% | -2.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.40% | +0.11% | -5.58% | |
| 3 | DBAUSD | Invesco Db Agriculture Fund | ETF-その他 | 2.32% | — | -0.72% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.31% | +0.02% | -5.44% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.48% | — | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.36% | — | +15.87% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | -0.01% | -4.92% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.99% | — | -18.28% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.98% | +0.18% | -0.90% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.06% | +13.96% | |
| 11 | VAW | Vanguard Materials ETF | ETF-その他 | 0.94% | — | +13.86% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.85% | — | +6.96% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.81% | — | -0.07% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.77% | — | -8.50% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +65.70% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.73% | -0.02% | -33.96% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | -0.03% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | -0.22% | +3.88% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | -3.09% | |
| 20 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.48% | — | +43.24% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.45% | -0.07% | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.14% | -5.84% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | — | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.41% | — | — | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.41% | — | -12.09% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | +0.06% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | -0.05% | -4.66% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.11% | -17.86% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.10% | -1.64% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | -16.11% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.28% | — | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.26% | — | -6.93% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +29.66% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.26% | -0.09% | -27.93% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.26% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | — | -11.30% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | -0.14% | -4.45% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.23% | -0.07% | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | -2.44% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | — | |
| 42 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.21% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.19% | — | -6.42% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.19% | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | -1.55% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.05% | -0.38% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.17% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.17% | — | -2.19% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.17% | — | -53.55% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.17% | — | — |