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 | 12.97% | -0.44% | -4.18% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.95% | -0.24% | -0.91% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.79% | +0.54% | +0.11% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.67% | +0.75% | +0.64% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.89% | -0.13% | -2.98% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 7.35% | -0.84% | +3.91% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.53% | — | +4.59% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.01% | -0.21% | +10.71% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.04% | +0.09% | -14.21% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.00% | +0.56% | +15.25% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.92% | -0.17% | +0.97% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.14% | -0.11% | +5.88% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.09% | -0.34% | +0.18% | |
| 14 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.17% | — | -5.74% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.99% | — | -1.97% | |
| 16 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.90% | — | -6.54% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.78% | — | -9.98% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.74% | — | +97.78% | |
| 19 | ✓ | Walgreens Boots Alliance INC | 株式-その他 | 0.72% | — | -1.74% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.39% | -0.39% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.03% | +0.50% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.51% | -0.07% | +0.09% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +8.94% | |
| 24 | ✓ | 株式-その他 | 0.41% | — | — | ||
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.11% | -5.68% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +0.17% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.14% | — | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +0.79% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -1.59% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | -0.02% | +0.49% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | -0.07% | -37.13% | |
| 32 | CME | Cme Group INC | 株式-金融 | 0.28% | — | — | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.28% | — | -15.27% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.07% | +11.73% | |
| 35 | ✓ | Google INC Class C | 株式-その他 | 0.24% | — | +0.13% | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.23% | — | -25.91% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.23% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.22% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | +0.15% | -2.20% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.21% | — | -2.14% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | -1.70% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.19% | — | -9.56% | |
| 43 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.19% | — | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.19% | — | -0.02% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | — | -2.96% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -13.46% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.16% | — | -15.03% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.14% | — | +0.34% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.14% | — | -11.55% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.13% | — | +12.05% |