CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全208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 | 7.33% | +0.15% | -5.06% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.88% | — | +46.08% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.37% | -0.01% | -9.62% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.29% | — | +60.71% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.89% | — | +3.64% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.54% | +0.01% | -6.63% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.85% | +0.03% | -11.68% | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.06% | -0.04% | +0.26% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | — | -14.53% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.90% | -0.02% | -11.88% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.85% | — | +0.93% | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.51% | — | -0.62% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.45% | — | -5.94% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.03% | +3.85% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.33% | +0.06% | -1.42% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | — | -6.77% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.18% | — | -9.14% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | — | +1.56% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | — | +13.14% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | +224.75% | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 1.02% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | +0.03% | +3.84% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | -0.03% | +6.48% | |
| 24 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.98% | — | +47.35% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | — | +22.95% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | +0.18% | +13.19% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.85% | — | -1.91% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | -21.86% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | +0.01% | -1.81% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +1.87% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | -0.30% | -4.84% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | +0.11% | -21.81% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | +0.06% | +0.55% | |
| 34 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.69% | — | +11.97% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | -0.23% | -5.76% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.21% | -10.31% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.64% | — | +183.28% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | -0.20% | -2.84% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | -6.01% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -0.09% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.58% | — | +27.56% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.58% | +0.08% | NEW | |
| 43 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.56% | — | +4.73% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -2.87% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.54% | +0.21% | -6.95% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | -1.26% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.51% | -0.17% | EXIT | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.51% | — | -0.98% | |
| 49 | FKTFX | Franklin Ca Tax-fr Inc-a1 | 株式-その他 | 0.51% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.50% | — | -10.71% |