CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全202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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.83% | +0.15% | -6.95% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.40% | -0.01% | +33.85% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.39% | +0.01% | -3.01% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.05% | — | -23.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.85% | +0.03% | -6.02% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.15% | -0.02% | +2.60% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.52% | — | +9.86% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | — | +73.46% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.01% | — | -7.62% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.90% | — | -45.23% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.87% | — | +8.37% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.78% | -0.04% | -0.52% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.62% | +0.06% | -1.18% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | +3.01% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.27% | +0.01% | — | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.26% | — | -6.34% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.25% | — | -34.14% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | -5.79% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.21% | +0.11% | +3.57% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.02% | — | +161.49% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.99% | — | +32.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.21% | +47.00% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | — | -2.73% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | +0.03% | +34.92% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | -0.30% | -6.10% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.86% | — | +12.98% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.03% | +3.81% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.20% | -8.41% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +9.66% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.71% | — | -68.00% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.67% | — | +5.02% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.08% | +10.93% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | +0.18% | +27.26% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +31.01% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.63% | — | -63.62% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | -0.23% | +18.93% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | +0.06% | +7.49% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.60% | — | +15.30% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.60% | +0.21% | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.58% | — | +61.81% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.57% | +0.08% | NEW | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.54% | -0.03% | -1.39% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | -0.01% | +10.62% | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.49% | — | +85.00% | |
| 45 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.48% | — | +30.53% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.47% | — | +9.38% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.47% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +45.26% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.46% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.45% | — | +25.15% |