CIK: 0001387386
申告総資産額
$2.9億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 15.13% | -0.66% | +0.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.84% | -0.91% | +6.15% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.86% | +0.12% | -2.24% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.82% | +0.04% | -0.77% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.91% | +0.15% | +546.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.89% | -0.19% | -0.18% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.89% | -0.08% | -0.21% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.61% | +0.06% | -2.04% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.59% | — | +7.29% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.51% | -0.20% | — | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 2.49% | -0.24% | +200.00% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.03% | — | -9.31% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.81% | — | -10.16% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.73% | -0.08% | -32.05% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.64% | — | +2.58% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.36% | — | -3.94% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.35% | — | -4.44% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.08% | +5.29% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.10% | — | -8.15% | |
| 20 | AVDE | Avantis International Equity | ETF-その他 | 1.06% | — | +69.64% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.03% | — | -2.70% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.96% | — | -0.26% | |
| 23 | REET | Ishares Global Reit ETF | ETF-その他 | 0.84% | — | +3.91% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | +6.25% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | -0.03% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | -0.30% | -5.91% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | -5.64% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | +0.02% | +0.31% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.14% | +10.30% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +0.22% | |
| 31 | SON | Sonoco Products Co | 株式-一般消費財 | 0.51% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -0.03% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.45% | — | +0.13% | |
| 34 | MCO | Moody's CORP | 株式-金融 | 0.44% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | +0.04% | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | — | +9.91% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.42% | — | -5.68% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.42% | — | — | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.42% | — | +22.32% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.40% | — | +1.82% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | -0.06% | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | +5.47% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.36% | — | +23.52% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.36% | — | -1.02% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.13% | — | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.35% | — | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.35% | — | +10.35% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | +0.08% | NEW | |
| 49 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.30% | — | +4.45% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.30% | — | +30.07% |