CIK: 0001541787
申告総資産額
$10.4億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.17% | -0.44% | -1.22% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.54% | -0.24% | -1.49% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.72% | +0.54% | -0.05% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.60% | +0.75% | +1.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.08% | -0.13% | -0.29% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.80% | -0.84% | +6.31% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.12% | — | +3.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.76% | +0.09% | -3.54% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.85% | -0.21% | +10.17% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.84% | -0.17% | +4.28% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.94% | -0.11% | +10.56% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.92% | -0.34% | +6.21% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.65% | +0.56% | -3.83% | |
| 14 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.33% | — | -2.79% | |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.13% | — | -2.75% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.09% | — | -0.03% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | — | +0.04% | |
| 18 | ✓ | Walgreens Boots Alliance INC | 株式-その他 | 0.85% | — | -1.35% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.39% | +1.37% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | -0.07% | +0.49% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.51% | -0.07% | +1.32% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.03% | +1.69% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.11% | +0.25% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +1.16% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | -1.24% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +1.92% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.40% | — | -9.42% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | -5.28% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.14% | — | |
| 30 | ✓ | 株式-その他 | 0.35% | — | — | ||
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | -0.48% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | — | +9.19% | |
| 33 | CME | Cme Group INC | 株式-金融 | 0.26% | — | — | |
| 34 | INTC | Intel CORP | 株式-IT | 0.25% | — | -1.71% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | -0.02% | -2.35% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | +0.15% | +0.54% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | +6.11% | |
| 38 | ✓ | Google INC Class C | 株式-その他 | 0.24% | — | +4.44% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.07% | -4.87% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.23% | — | -2.19% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.22% | — | -9.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.21% | — | — | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | -12.23% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.20% | — | -0.37% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.20% | — | +0.10% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | +9.98% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | +3.44% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.18% | — | -1.49% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | — | +14.07% | |
| 50 | ITW | Illinois Tool Works | 株式-資本財 | 0.15% | — | +3.00% |