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 | 6.44% | — | +1.21% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.02% | — | +9.06% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.88% | -0.46% | +280.45% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.09% | +0.23% | +0.73% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.03% | -0.57% | -0.57% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.95% | +0.13% | +1.03% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.80% | +0.18% | -6.40% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.69% | — | -0.02% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.36% | -0.09% | -0.32% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 3.26% | -0.88% | -5.63% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 3.21% | -0.92% | -0.21% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.18% | -0.06% | -2.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.60% | -0.48% | -0.45% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.77% | — | -15.24% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.60% | +0.06% | — | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.58% | -0.15% | — | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.57% | +0.17% | -0.46% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.14% | -2.61% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.47% | -0.08% | -1.54% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.13% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.46% | -0.17% | +0.17% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.46% | -0.05% | +4.33% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.44% | — | -0.60% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.43% | — | +2.06% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 1.25% | +0.09% | — | |
| 26 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.23% | — | -3.46% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.17% | -0.06% | +8.79% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 1.11% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.17% | — | |
| 30 | ACN | Accenture plc | 株式-IT | 1.03% | -0.14% | -3.05% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 1.01% | — | — | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.00% | — | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.99% | -0.01% | -9.37% | |
| 34 | ROP | Roper Technologies INC | 株式-IT | 0.97% | -0.11% | -1.61% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.97% | — | +51.59% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | -0.06% | +1.24% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.11% | +0.29% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.86% | — | +4.83% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.82% | — | +1.30% | |
| 40 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.74% | — | — | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | +0.05% | +1.90% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.21% | -6.21% | |
| 43 | GM | General Motors Co | 株式-一般消費財 | 0.61% | -0.08% | -14.11% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.59% | — | -6.03% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | — | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.56% | — | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | — | -2.63% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.47% | -0.09% | +36.37% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -6.08% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | — |