CIK: 0001631930
申告総資産額
$3.4億
| # | 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 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 6.63% | — | +5.07% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.26% | — | +16.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.04% | -0.57% | +6.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.03% | +0.23% | +4.53% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.76% | +0.13% | +3.96% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.45% | -0.46% | -2.98% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.22% | +0.18% | +2.52% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.15% | — | +0.94% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.64% | -0.06% | +5.28% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.59% | -0.09% | +5.01% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 3.31% | -0.92% | +0.86% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.62% | -0.48% | -0.96% | |
| 13 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.39% | +0.17% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.21% | -0.88% | -8.56% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.20% | — | +2.82% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.81% | -0.05% | -2.97% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.76% | -0.15% | -1.43% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.68% | +0.13% | +2.39% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.55% | — | +20.81% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.14% | -3.98% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.50% | +0.06% | -0.60% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | -0.17% | +4.24% | |
| 23 | ALL | Allstate CORP | 株式-金融 | 1.37% | — | -0.96% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.35% | -0.08% | — | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.34% | — | -1.00% | |
| 26 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.11% | — | +2.21% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.17% | — | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.11% | -0.01% | +2.59% | |
| 29 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.05% | — | +3.38% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.11% | -3.40% | |
| 31 | ROP | Roper Technologies INC | 株式-IT | 1.01% | -0.11% | -5.10% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.99% | -0.06% | +7.91% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.98% | -0.14% | — | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.96% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | +0.21% | +0.88% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.94% | +0.09% | -0.72% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.88% | — | +24.97% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | +0.05% | +8.78% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.75% | — | +1.97% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.73% | — | -0.90% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.06% | +4.33% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.66% | — | +1.22% | |
| 43 | GM | General Motors Co | 株式-一般消費財 | 0.64% | -0.08% | -6.86% | |
| 44 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.63% | — | -5.60% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +4.92% | |
| 47 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.54% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.49% | -0.05% | — | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.46% | — | -27.83% | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.45% | — | +17.31% |